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 | $131,169 | $60,022+118.5% | $88,946+47.5% | $84,808+54.7% |
| Participation rate | 47.1% | 57.8%-10.8pp | 68.8%-21.8pp | 68.3%-21.3pp |
| Annual return | 19.91% | 22.43%-2.5pp | 57.82%-37.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,275 | $1,703-25.1% | $2,555-50.1% | $2,631-51.5% |
| Participant deferral / active EE | $2,321 | $3,114-25.5% | $4,581-49.3% | $4,212-44.9% |
| Admin fee / account holder | $408 | $4,811-91.5% | $8,261-95.1% | $7,344-94.4% |