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 | $111,666 | $67,606+65.2% | $82,313+35.7% | $70,131+59.2% |
| Participation rate | 60.5% | 72.8%-12.3pp | 76.9%-16.4pp | 69.5%-9.1pp |
| Annual return | 17.83% | 21.57%-3.7pp | 25.88%-8.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,825 | $2,987-38.9% | $3,706-50.8% | $3,332-45.2% |
| Admin fee / account holder | $15,504 | $4,512+243.6% | $5,608+176.5% | $4,645+233.8% |