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 | $178,058 | $94,529+88.4% | $140,016+27.2% | $64,186+177.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 87.5%-27.5pp | 69.6%-9.6pp |
| Annual return | 4.88% | 7.77%-2.9pp | 651.12%-646.2pp | 7.63%-2.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,154 | $5,250-1.8% | $6,927-25.6% | $3,470+48.6% |
| Admin fee / account holder | $4,043 | $6,741-40.0% | $10,705-62.2% | $4,888-17.3% |