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 | $159,807 | $85,202+87.6% | $172,739-7.5% | $72,985+119.0% |
| Participation rate | 52.8% | 70.1%-17.2pp | 82.6%-29.8pp | 69.5%-16.7pp |
| Annual return | 23.59% | 27.32%-3.7pp | 802.84%-779.3pp | 81.00%-57.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,987 | $3,260-8.4% | $5,198-42.5% | $3,607-17.2% |
| Admin fee / account holder | $5,190 | $5,884-11.8% | $13,954-62.8% | $5,124+1.3% |