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 | $183,025 | $84,233+117.3% | $170,442+7.4% | $70,131+161.0% |
| Participation rate | 55.3% | 70.8%-15.5pp | 83.6%-28.3pp | 69.5%-14.2pp |
| Annual return | 12.65% | 23.06%-10.4pp | 205.93%-193.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,339 | $3,387-60.5% | $5,433-75.4% | $2,342-42.8% |
| Participant deferral / active EE | $3,533 | $3,086+14.5% | $4,939-28.5% | $3,332+6.0% |
| Admin fee / account holder | $3,531 | $5,698-38.0% | $13,880-74.6% | $4,645-24.0% |