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 | $134,165 | $80,724+66.2% | $103,333+29.8% | $74,495+80.1% |
| Participation rate | 45.2% | 65.7%-20.5pp | 74.5%-29.3pp | 67.2%-22.0pp |
| Annual return | 11.30% | 27.56%-16.3pp | 24.88%-13.6pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,952 | $3,860+106.0% | $5,057+57.2% | $4,346+83.0% |
| Admin fee / account holder | $1,864 | $2,368-21.3% | $8,355-77.7% | $1,942-4.0% |