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 | $166,893 | $72,012+131.8% | $185,823-10.2% | $79,858+109.0% |
| Participation rate | 30.8% | 65.8%-35.0pp | 78.0%-47.3pp | 69.6%-38.9pp |
| Annual return | 14.75% | 23.12%-8.4pp | 35.95%-21.2pp | 31.71%-17.0pp |
| Employer contribution / active EE | $564 | $1,965-71.3% | $4,087-86.2% | $2,471-77.2% |
| Participant deferral / active EE | $2,111 | $3,779-44.1% | $5,632-62.5% | $3,740-43.6% |
| Admin fee / account holder | $1,787 | $4,513-60.4% | $9,500-81.2% | $5,306-66.3% |