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 | $133,575 | $77,523+72.3% | $100,383+33.1% | $80,874+65.2% |
| Participation rate | 67.9% | 77.0%-9.0pp | 81.5%-13.6pp | 67.6%+0.3pp |
| Annual return | 13.54% | 37.21%-23.7pp | 49.26%-35.7pp | 35.62%-22.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,852 | $6,822+15.1% | $8,086-2.9% | $4,297+82.7% |
| Admin fee / account holder | $30,837 | $5,899+422.8% | $7,900+290.3% | $6,935+344.6% |