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 | $155,685 | $80,968+92.3% | $96,544+61.3% | $75,163+107.1% |
| Participation rate | 25.0% | 71.8%-46.8pp | 76.0%-51.0pp | 67.2%-42.2pp |
| Annual return | 24.03% | 27.06%-3.0pp | 25.84%-1.8pp | 160.62%-136.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,802 | $3,928-54.1% | $4,851-62.9% | $4,125-56.3% |
| Admin fee / account holder | $6,894 | $6,724+2.5% | $8,252-16.5% | $5,651+22.0% |