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 | $145,937 | $108,825+34.1% | $156,181-6.6% | $82,448+77.0% |
| Participation rate | 42.9% | 72.4%-29.5pp | 78.8%-36.0pp | 68.1%-25.2pp |
| Annual return | 13.49% | 20.59%-7.1pp | 64.87%-51.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,262 | $4,577-6.9% | $6,132-30.5% | $4,139+3.0% |
| Admin fee / account holder | $31,484 | $9,341+237.1% | $14,586+115.8% | $7,234+335.2% |