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 | $110,655 | $73,933+49.7% | $96,683+14.5% | $75,163+47.2% |
| Participation rate | 25.4% | 66.4%-41.0pp | 74.3%-49.0pp | 67.2%-41.8pp |
| Annual return | 18.92% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,466 | $3,659-59.9% | $4,878-70.0% | $4,125-64.5% |
| Admin fee / account holder | $738 | $5,216-85.8% | $6,730-89.0% | $5,651-86.9% |