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 | $153,396 | $95,803+60.1% | $113,168+35.5% | $84,808+80.9% |
| Participation rate | 63.8% | 72.9%-9.1pp | 76.6%-12.8pp | 68.3%-4.5pp |
| Annual return | 17.80% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,067 | $2,360-12.4% | $2,975-30.5% | $2,631-21.4% |
| Participant deferral / active EE | $3,486 | $4,242-17.8% | $5,107-31.7% | $4,212-17.2% |
| Admin fee / account holder | $1,398 | $8,989-84.5% | $12,068-88.4% | $7,344-81.0% |