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 | $151,777 | $55,706+172.5% | $75,886+100.0% | $72,985+108.0% |
| Participation rate | 57.1% | 61.1%-4.0pp | 69.3%-12.1pp | 69.5%-12.3pp |
| Annual return | 21.08% | 27.59%-6.5pp | 30.76%-9.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $635 | $1,687-62.3% | $2,500-74.6% | $2,440-74.0% |
| Participant deferral / active EE | $2,866 | $2,634+8.8% | $3,603-20.4% | $3,607-20.5% |
| Admin fee / account holder | $1,273 | $3,978-68.0% | $5,418-76.5% | $5,124-75.2% |