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 | $123,047 | $95,803+28.4% | $113,168+8.7% | $84,808+45.1% |
| Participation rate | 35.7% | 72.9%-37.2pp | 76.6%-40.9pp | 68.3%-32.6pp |
| Annual return | 16.26% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,010 | $4,242-52.6% | $5,107-60.6% | $4,212-52.3% |
| Admin fee / account holder | $4,845 | $8,989-46.1% | $12,068-59.9% | $7,344-34.0% |