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 | $181,950 | $63,346+187.2% | $92,233+97.3% | $70,131+159.4% |
| Participation rate | 56.7% | 68.7%-12.0pp | 76.5%-19.8pp | 69.5%-12.9pp |
| Annual return | 14.64% | 530.12%-515.5pp | 176.28%-161.6pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,019 | $2,854+75.9% | $3,897+28.8% | $3,332+50.7% |
| Admin fee / account holder | $1,722 | $3,840-55.2% | $5,194-66.8% | $4,645-62.9% |