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 | $139,679 | $70,475+98.2% | $100,516+39.0% | $79,858+74.9% |
| Participation rate | 44.6% | 73.7%-29.0pp | 79.4%-34.8pp | 69.6%-25.0pp |
| Annual return | 15.41% | 21.90%-6.5pp | 30.89%-15.5pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,687 | $5,181-9.5% | $6,270-25.2% | $3,740+25.3% |
| Admin fee / account holder | $4,554 | $4,478+1.7% | $8,081-43.6% | $5,306-14.2% |