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 | $140,292 | $91,760+52.9% | $156,181-10.2% | $67,986+106.4% |
| Participation rate | 33.7% | 65.0%-31.4pp | 78.8%-45.2pp | 57.2%-23.5pp |
| Annual return | 14.49% | 18.14%-3.7pp | 64.87%-50.4pp | 31.67%-17.2pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,115 | $3,960-46.6% | $6,132-65.5% | $3,358-37.0% |
| Admin fee / account holder | $12,093 | $3,949+206.3% | $14,586-17.1% | $3,203+277.5% |