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 | $133,367 | $79,944+66.8% | $98,439+35.5% | $75,163+77.4% |
| Participation rate | 51.4% | 70.4%-18.9pp | 75.2%-23.7pp | 67.2%-15.8pp |
| Annual return | 17.19% | 19.75%-2.6pp | 21.16%-4.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,136 | $3,752-43.1% | $4,738-54.9% | $4,125-48.2% |
| Admin fee / account holder | $14,655 | $6,840+114.3% | $8,948+63.8% | $5,651+159.3% |