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 | $123,048 | $62,672+96.3% | $185,117-33.5% | $70,131+75.5% |
| Participation rate | 9.1% | 63.8%-54.7pp | 77.3%-68.2pp | 69.5%-60.5pp |
| Annual return | 15.86% | 40.79%-24.9pp | 40.50%-24.6pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,386 | $3,272-57.6% | $5,045-72.5% | $3,332-58.4% |
| Admin fee / account holder | $56,403 | $3,932+1334.6% | $8,159+591.3% | $4,645+1114.2% |