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 | $122,873 | $49,177+149.9% | $79,464+54.6% | $64,186+91.4% |
| Participation rate | 57.6% | 65.0%-7.5pp | 73.3%-15.8pp | 69.6%-12.0pp |
| Annual return | 2.68% | -1.16%+3.8pp | 718.14%-715.5pp | 7.63%-5.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,671 | $2,821+242.8% | $3,704+161.1% | $3,470+178.7% |
| Admin fee / account holder | $22,615 | $3,839+489.1% | $5,113+342.3% | $4,888+362.7% |