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 | $122,679 | $89,355+37.3% | $141,162-13.1% | $72,985+68.1% |
| Participation rate | 31.3% | 75.1%-43.9pp | 82.5%-51.2pp | 69.5%-38.2pp |
| Annual return | 25.80% | 111.85%-86.1pp | 71.39%-45.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,510 | $5,418-35.2% | $6,709-47.7% | $3,607-2.7% |
| Admin fee / account holder | $1,285 | $5,958-78.4% | $10,261-87.5% | $5,124-74.9% |