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 | $137,836 | $83,477+65.1% | $125,175+10.1% | $72,985+88.9% |
| Participation rate | 40.6% | 73.3%-32.7pp | 79.8%-39.2pp | 69.5%-28.9pp |
| Annual return | 19.05% | 25.78%-6.7pp | 43.79%-24.7pp | 81.00%-62.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,306 | $3,585-35.7% | $4,937-53.3% | $3,607-36.1% |
| Admin fee / account holder | $4,976 | $5,517-9.8% | $9,702-48.7% | $5,124-2.9% |