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 | $210,680 | $71,050+196.5% | $93,606+125.1% | $80,856+160.6% |
| Participation rate | 48.3% | 60.4%-12.1pp | 68.7%-20.4pp | 67.6%-19.4pp |
| Annual return | 10.17% | 11.26%-1.1pp | 133.20%-123.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,004 | $4,034-0.7% | $4,411-9.2% | $4,296-6.8% |
| Admin fee / account holder | $14,282 | $6,945+105.6% | $8,285+72.4% | $6,918+106.4% |