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 | $113,423 | $52,279+117.0% | $89,391+26.9% | $79,858+42.0% |
| Participation rate | 56.7% | 57.5%-0.9pp | 68.0%-11.3pp | 69.6%-13.0pp |
| Annual return | 13.67% | 22.16%-8.5pp | 245.62%-231.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,254 | $2,740+91.7% | $3,890+35.1% | $3,740+40.5% |
| Admin fee / account holder | $41,343 | $3,356+1131.8% | $4,881+747.0% | $5,306+679.1% |