See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,705 | $81,248+97.8% | $155,509+3.3% | $80,856+98.8% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 12.16% | 33.31%-21.2pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $915 | $3,100-70.5% | $4,672-80.4% | $2,755-66.8% |
| Participant deferral / active EE | $3,245 | $3,452-6.0% | $5,626-42.3% | $4,296-24.5% |
| Admin fee / account holder | $15,842 | $7,997+98.1% | $15,912-0.4% | $6,918+129.0% |