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 | $123,345 | $73,933+66.8% | $96,683+27.6% | $75,163+64.1% |
| Participation rate | 48.5% | 66.4%-17.9pp | 74.3%-25.9pp | 67.2%-18.7pp |
| Annual return | 13.79% | 26.70%-12.9pp | 35.69%-21.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,222 | $3,659-11.9% | $4,878-34.0% | $4,125-21.9% |
| Admin fee / account holder | $48,306 | $5,216+826.1% | $6,730+617.8% | $5,651+754.8% |