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 | $113,126 | $101,724+11.2% | $164,813-31.4% | $80,856+39.9% |
| Participation rate | 39.3% | 71.8%-32.5pp | 78.6%-39.3pp | 67.6%-28.4pp |
| Annual return | 15.60% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,487 | $4,477-44.5% | $6,031-58.8% | $4,296-42.1% |
| Admin fee / account holder | $1,955 | $8,227-76.2% | $12,690-84.6% | $6,918-71.7% |