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 | $158,681 | $60,892+160.6% | $82,389+92.6% | $84,808+87.1% |
| Participation rate | 58.5% | 63.3%-4.8pp | 69.5%-11.1pp | 68.3%-9.8pp |
| Annual return | 14.44% | 37.29%-22.9pp | 28.67%-14.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,966 | $3,179+56.2% | $4,155+19.5% | $4,212+17.9% |
| Admin fee / account holder | $7,377 | $5,467+34.9% | $7,231+2.0% | $7,344+0.4% |