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 | $112,383 | $57,354+95.9% | $83,848+34.0% | $64,186+75.1% |
| Participation rate | 65.3% | 68.6%-3.3pp | 76.1%-10.9pp | 69.6%-4.3pp |
| Annual return | 7.83% | 11.38%-3.6pp | 850.88%-843.0pp | 7.63%+0.2pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,502 | $2,993+83.8% | $4,082+34.8% | $3,470+58.6% |
| Admin fee / account holder | $18,342 | $4,046+353.4% | $5,478+234.8% | $4,888+275.2% |