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 | $161,896 | $73,787+119.4% | $98,716+64.0% | $82,448+96.4% |
| Participation rate | 47.8% | 61.4%-13.6pp | 69.3%-21.5pp | 68.1%-20.3pp |
| Annual return | 16.99% | 18.57%-1.6pp | 31.81%-14.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,032 | $1,511+34.5% | $2,279-10.8% | $2,551-20.3% |
| Participant deferral / active EE | $4,203 | $3,081+36.4% | $4,048+3.8% | $4,139+1.5% |
| Admin fee / account holder | $6,868 | $6,500+5.7% | $8,703-21.1% | $7,234-5.1% |