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 | $122,702 | $77,634+58.1% | $156,549-21.6% | $62,891+95.1% |
| Participation rate | 68.1% | 71.2%-3.1pp | 84.0%-15.9pp | 69.3%-1.2pp |
| Annual return | 6.92% | 50.32%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,773 | $3,045+89.6% | $4,871+18.5% | $3,203+80.3% |
| Admin fee / account holder | $6,901 | $5,561+24.1% | $13,027-47.0% | $4,296+60.7% |