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 | $182,410 | $56,897+220.6% | $84,750+115.2% | $62,891+190.0% |
| Participation rate | 65.0% | 68.5%-3.5pp | 76.6%-11.6pp | 69.3%-4.3pp |
| Annual return | 6.99% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,431 | $2,400-40.4% | $3,574-60.0% | $2,281-37.2% |
| Participant deferral / active EE | $6,011 | $2,709+121.9% | $3,712+61.9% | $3,203+87.7% |
| Admin fee / account holder | $1,168 | $3,581-67.4% | $5,332-78.1% | $4,296-72.8% |