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 | $145,524 | $78,672+85.0% | $109,143+33.3% | $85,850+69.5% |
| Participation rate | 31.1% | 68.3%-37.2pp | 75.9%-44.8pp | 69.3%-38.2pp |
| Annual return | 12.17% | 25.09%-12.9pp | 25.75%-13.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,134 | $2,735-58.5% | $3,722-69.5% | $2,565-55.8% |
| Participant deferral / active EE | $3,082 | $3,467-11.1% | $4,653-33.8% | $3,952-22.0% |
| Admin fee / account holder | $1,785 | $5,469-67.4% | $6,752-73.6% | $6,260-71.5% |