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 | $169,503 | $100,923+68.0% | $150,045+13.0% | $74,304+128.1% |
| Participation rate | 45.3% | 70.1%-24.8pp | 82.3%-37.0pp | 60.3%-15.1pp |
| Annual return | 17.82% | 51.77%-33.9pp | 62.55%-44.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,494 | $6,709-18.1% | $7,997-31.3% | $3,767+45.8% |
| Admin fee / account holder | $4,804 | $2,767+73.6% | $13,435-64.2% | $2,969+61.8% |