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 | $136,721 | $65,365+109.2% | $92,893+47.2% | $72,985+87.3% |
| Participation rate | 69.4% | 68.3%+1.1pp | 76.0%-6.6pp | 69.5%0pp |
| Annual return | 22.74% | 42.10%-19.4pp | 109.41%-86.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $687 | $2,594-73.5% | $3,653-81.2% | $2,440-71.9% |
| Participant deferral / active EE | $2,750 | $3,128-12.1% | $4,236-35.1% | $3,607-23.8% |
| Admin fee / account holder | $6,155 | $4,251+44.8% | $5,794+6.2% | $5,124+20.1% |