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 | $112,313 | $132,049-14.9% | $200,582-44.0% | $74,304+51.2% |
| Participation rate | 56.7% | 84.1%-27.3pp | 86.9%-30.2pp | 60.3%-3.6pp |
| Annual return | 27.94% | 22.22%+5.7pp | 42.33%-14.4pp | 29.43%-1.5pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,906 | $7,213-18.1% | $9,331-36.7% | $3,767+56.8% |
| Admin fee / account holder | $3,950 | $2,405+64.3% | $16,305-75.8% | $2,969+33.0% |