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 | $193,264 | $88,707+117.9% | $74,183+160.5% | $273,961-29.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 3.50% | 11.94%-8.4pp | 17.74%-14.2pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,374 | $3,159-24.9% | $2,370+0.1% | $4,869-51.2% |
| Participant deferral / active EE | $3,930 | $4,212-6.7% | $3,550+10.7% | $5,287-25.7% |
| Admin fee / account holder | $383 | $8,717-95.6% | $5,586-93.1% | $10,132-96.2% |