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 | $187,487 | $89,355+109.8% | $141,162+32.8% | $72,985+156.9% |
| Participation rate | 47.7% | 75.1%-27.4pp | 82.5%-34.8pp | 69.5%-21.8pp |
| Annual return | 26.30% | 111.85%-85.6pp | 71.39%-45.1pp | 81.00%-54.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,688 | $5,418+5.0% | $6,709-15.2% | $3,607+57.7% |
| Admin fee / account holder | $3,495 | $5,958-41.3% | $10,261-65.9% | $5,124-31.8% |