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 | $190,963 | $87,037+119.4% | $106,201+79.8% | $80,874+136.1% |
| Participation rate | 43.5% | 70.4%-27.0pp | 75.3%-31.8pp | 67.6%-24.2pp |
| Annual return | 15.35% | 17.05%-1.7pp | 116.26%-100.9pp | 35.62%-20.3pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,252 | $3,986-43.5% | $5,012-55.1% | $4,297-47.6% |
| Admin fee / account holder | $5,749 | $8,434-31.8% | $11,039-47.9% | $6,935-17.1% |