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 | $203,766 | $43,075+373.1% | $74,583+173.2% | $62,891+224.0% |
| Participation rate | 68.9% | 58.1%+10.8pp | 68.1%+0.7pp | 69.3%-0.5pp |
| Annual return | 12.21% | 17.50%-5.3pp | 20.47%-8.3pp | 20.14%-7.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,187 | $2,389+326.3% | $3,458+194.6% | $3,203+218.1% |
| Admin fee / account holder | $1,340 | $2,840-52.8% | $4,138-67.6% | $4,296-68.8% |