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 7-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 | $105,529 | $48,230+118.8% | $67,502+56.3% | $80,856+30.5% |
| Participation rate | 42.3% | 66.4%-24.1pp | 72.9%-30.6pp | 67.6%-25.4pp |
| Annual return | 13.07% | 18.28%-5.2pp | 3512.12%-3499.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,927 | $2,924+0.1% | $4,000-26.8% | $4,296-31.9% |
| Admin fee / account holder | $16,070 | $3,681+336.5% | $3,998+302.0% | $6,918+132.3% |