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 | $157,844 | $79,944+97.4% | $98,439+60.3% | $75,163+110.0% |
| Participation rate | 45.5% | 70.4%-24.9pp | 75.2%-29.7pp | 67.2%-21.7pp |
| Annual return | 14.18% | 19.75%-5.6pp | 21.16%-7.0pp | 160.62%-146.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,668 | $3,752-28.9% | $4,738-43.7% | $4,125-35.3% |
| Admin fee / account holder | $7,150 | $6,840+4.5% | $8,948-20.1% | $5,651+26.5% |