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 | $192,055 | $91,760+109.3% | $156,181+23.0% | $67,986+182.5% |
| Participation rate | 33.8% | 65.0%-31.2pp | 78.8%-45.1pp | 57.2%-23.4pp |
| Annual return | 14.73% | 18.14%-3.4pp | 64.87%-50.1pp | 31.67%-16.9pp |
| Employer contribution / active EE | $981 | $2,419-59.4% | $4,294-77.1% | $2,019-51.4% |
| Participant deferral / active EE | $2,438 | $3,960-38.4% | $6,132-60.2% | $3,358-27.4% |
| Admin fee / account holder | $8,878 | $3,949+124.8% | $14,586-39.1% | $3,203+177.2% |