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 | $96,484+45.4% | $156,263-10.2% | $74,304+88.8% |
| Participation rate | 33.7% | 67.7%-34.0pp | 78.9%-45.2pp | 60.3%-26.7pp |
| Annual return | 14.49% | 17.73%-3.2pp | 59.47%-45.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,115 | $4,286-50.7% | $6,158-65.7% | $3,767-43.9% |
| Admin fee / account holder | $12,093 | $3,728+224.4% | $14,255-15.2% | $2,969+307.3% |