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 | $223,410 | $138,562+61.2% | $246,525-9.4% | $116,875+91.2% |
| Participation rate | 69.8% | 72.8%-3.0pp | 82.0%-12.2pp | 74.5%-4.8pp |
| Annual return | 19.66% | 16.14%+3.5pp | 0.46%+19.2pp | 16.29%+3.4pp |
| Employer contribution / active EE | $0 | $4,835-100.0% | $7,467-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $5,895 | $4,207+40.1% | $5,422+8.7% | $3,885+51.7% |
| Admin fee / account holder | $7,597 | $18,110-58.1% | $16,551-54.1% | $12,263-38.1% |