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 | $151,718 | $48,076+215.6% | $78,689+92.8% | $62,891+141.2% |
| Participation rate | 56.5% | 65.2%-8.7pp | 73.6%-17.0pp | 69.3%-12.8pp |
| Annual return | 6.60% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $760 | $2,015-62.3% | $2,851-73.3% | $2,281-66.7% |
| Participant deferral / active EE | $3,363 | $2,588+30.0% | $3,517-4.4% | $3,203+5.0% |
| Admin fee / account holder | $17,678 | $3,207+451.2% | $4,510+291.9% | $4,296+311.5% |