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 | $105,359 | $37,426+181.5% | $77,482+36.0% | $79,858+31.9% |
| Participation rate | 26.1% | 41.5%-15.4pp | 54.2%-28.1pp | 69.6%-43.5pp |
| Annual return | 14.89% | 39.70%-24.8pp | 54.79%-39.9pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $662 | $1,260-47.5% | $1,861-64.5% | $3,740-82.3% |
| Admin fee / account holder | $2,470 | $2,504-1.4% | $2,858-13.6% | $5,306-53.5% |