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 | $127,176 | $80,968+57.1% | $96,544+31.7% | $75,163+69.2% |
| Participation rate | 33.3% | 71.8%-38.4pp | 76.0%-42.6pp | 67.2%-33.9pp |
| Annual return | 12.84% | 27.06%-14.2pp | 25.84%-13.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,631 | $3,928+17.9% | $4,851-4.5% | $4,125+12.3% |
| Admin fee / account holder | $8,801 | $6,724+30.9% | $8,252+6.6% | $5,651+55.7% |