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 | $166,385 | $96,557+72.3% | $80,975+105.5% | $273,961-39.3% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 9.77% | 15.14%-5.4pp | 17.10%-7.3pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,847 | $4,868-62.1% | $3,714-50.3% | $4,869-62.1% |
| Participant deferral / active EE | $6,100 | $6,598-7.5% | $5,696+7.1% | $5,287+15.4% |
| Admin fee / account holder | $1,091 | $7,492-85.4% | $5,516-80.2% | $10,132-89.2% |