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 | $180,311 | $91,190+97.7% | $178,490+1.0% | $79,858+125.8% |
| Participation rate | 67.9% | 69.2%-1.3pp | 81.9%-14.1pp | 69.6%-1.8pp |
| Annual return | 18.56% | 24.19%-5.6pp | 151.07%-132.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,104 | $3,236+57.7% | $5,202-1.9% | $3,740+36.5% |
| Admin fee / account holder | $1,051 | $6,751-84.4% | $13,984-92.5% | $5,306-80.2% |