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 | $160,397 | $89,753+78.7% | $107,525+49.2% | $84,808+89.1% |
| Participation rate | 34.1% | 68.1%-34.0pp | 75.1%-41.0pp | 68.3%-34.2pp |
| Annual return | 15.83% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,388 | $3,113-55.4% | $3,754-63.0% | $2,631-47.3% |
| Participant deferral / active EE | $2,294 | $4,056-43.4% | $5,116-55.2% | $4,212-45.5% |
| Admin fee / account holder | $2,204 | $7,222-69.5% | $8,919-75.3% | $7,344-70.0% |