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 | $106,675 | $58,828+81.3% | $77,999+36.8% | $62,891+69.6% |
| Participation rate | 25.5% | 71.1%-45.5pp | 75.5%-50.0pp | 69.3%-43.8pp |
| Annual return | 8.54% | 17.16%-8.6pp | 425.96%-417.4pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,159 | $2,686-56.9% | $3,497-66.9% | $3,203-63.8% |
| Admin fee / account holder | $2,146 | $4,393-51.1% | $5,480-60.8% | $4,296-50.0% |