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 | $96,306 | $52,580+83.2% | $71,671+34.4% | $70,131+37.3% |
| Participation rate | 61.6% | 60.9%+0.8pp | 68.7%-7.1pp | 69.5%-7.9pp |
| Annual return | 17.45% | 20.25%-2.8pp | 20.65%-3.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,447 | $2,386+86.4% | $3,438+29.3% | $3,332+33.5% |
| Admin fee / account holder | $6,550 | $3,653+79.3% | $5,558+17.8% | $4,645+41.0% |