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 | $189,955 | $64,839+193.0% | $95,585+98.7% | $84,808+124.0% |
| Participation rate | 40.0% | 63.8%-23.8pp | 72.1%-32.1pp | 68.3%-28.3pp |
| Annual return | 16.07% | -670.96%+687.0pp | 38.56%-22.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,673 | $1,759-4.9% | $2,527-33.8% | $2,631-36.4% |
| Participant deferral / active EE | $3,883 | $2,965+31.0% | $4,023-3.5% | $4,212-7.8% |
| Admin fee / account holder | $4,058 | $5,964-32.0% | $6,127-33.8% | $7,344-44.7% |