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 | $87,727 | $58,264+50.6% | $86,612+1.3% | $71,457+22.8% |
| Participation rate | 40.1% | 65.0%-24.9pp | 71.7%-31.6pp | 67.9%-27.8pp |
| Annual return | 18.38% | 21.63%-3.2pp | 591.07%-572.7pp | 28.85%-10.5pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,235 | $3,436+23.2% | $4,438-4.6% | $4,289-1.3% |
| Admin fee / account holder | $14,049 | $1,057+1229.0% | $5,614+150.2% | $1,587+785.1% |