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 | $117,575 | $48,750+141.2% | $88,946+32.2% | $74,304+58.2% |
| Participation rate | 35.6% | 44.5%-8.9pp | 68.8%-33.2pp | 60.3%-24.7pp |
| Annual return | 17.11% | 25.91%-8.8pp | 57.82%-40.7pp | 29.43%-12.3pp |
| Employer contribution / active EE | $186 | $1,255-85.2% | $2,555-92.7% | $2,241-91.7% |
| Participant deferral / active EE | $1,541 | $2,423-36.4% | $4,581-66.4% | $3,767-59.1% |
| Admin fee / account holder | $4,089 | $3,756+8.9% | $8,261-50.5% | $2,969+37.7% |