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 | $173,241 | $80,968+114.0% | $96,544+79.4% | $75,163+130.5% |
| Participation rate | 63.6% | 71.8%-8.1pp | 76.0%-12.3pp | 67.2%-3.6pp |
| Annual return | 16.25% | 27.06%-10.8pp | 25.84%-9.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,909 | $3,928+75.9% | $4,851+42.4% | $4,125+67.5% |
| Admin fee / account holder | $11,723 | $6,724+74.3% | $8,252+42.1% | $5,651+107.5% |