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 | $77,503+72.3% | $100,391+33.1% | $80,856+65.2% |
| Participation rate | 67.9% | 76.9%-9.0pp | 81.5%-13.6pp | 67.6%+0.3pp |
| Annual return | 13.54% | 37.20%-23.7pp | 49.20%-35.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,852 | $6,820+15.1% | $8,082-2.8% | $4,296+82.8% |
| Admin fee / account holder | $30,837 | $5,897+422.9% | $7,899+290.4% | $6,918+345.7% |