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 | $101,800 | $73,787+38.0% | $98,716+3.1% | $82,448+23.5% |
| Participation rate | 48.1% | 61.4%-13.3pp | 69.3%-21.1pp | 68.1%-19.9pp |
| Annual return | 12.50% | 18.57%-6.1pp | 31.81%-19.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,265 | $3,081-26.5% | $4,048-44.0% | $4,139-45.3% |
| Admin fee / account holder | $2,044 | $6,500-68.6% | $8,703-76.5% | $7,234-71.7% |