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 | $193,130 | $101,069+91.1% | $81,478+137.0% | $147,584+30.9% |
| Participation rate | 69.2% | 74.5%-5.2pp | 68.0%+1.3pp | 82.8%-13.6pp |
| Annual return | 21.97% | 32.40%-10.4pp | 38.78%-16.8pp | 578.55%-556.6pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,465 | $4,242+5.3% | $3,537+26.3% | $5,439-17.9% |
| Admin fee / account holder | $1,124 | $5,812-80.7% | $4,561-75.4% | $10,885-89.7% |