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 | $142,821 | $65,041+119.6% | $90,951+57.0% | $79,858+78.8% |
| Participation rate | 68.8% | 61.6%+7.1pp | 69.0%-0.3pp | 69.6%-0.9pp |
| Annual return | 16.23% | 30.45%-14.2pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,483 | $2,512+38.7% | $3,373+3.3% | $3,740-6.9% |
| Admin fee / account holder | $13,248 | $4,536+192.1% | $5,959+122.3% | $5,306+149.7% |