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 | $123,103 | $54,726+124.9% | $68,793+78.9% | $64,186+91.8% |
| Participation rate | 38.7% | 68.0%-29.3pp | 72.2%-33.5pp | 69.6%-30.9pp |
| Annual return | 4.42% | -1.62%+6.0pp | -4.63%+9.0pp | 7.63%-3.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,012 | $2,626+52.8% | $3,311+21.2% | $3,470+15.6% |
| Admin fee / account holder | $16,362 | $4,027+306.3% | $5,131+218.9% | $4,888+234.7% |