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 | $113,568 | $71,050+59.8% | $93,606+21.3% | $80,856+40.5% |
| Participation rate | 19.0% | 60.4%-41.4pp | 68.7%-49.7pp | 67.6%-48.6pp |
| Annual return | 13.32% | 11.26%+2.1pp | 133.20%-119.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,847 | $4,034-54.2% | $4,411-58.1% | $4,296-57.0% |
| Admin fee / account holder | $1,819 | $6,945-73.8% | $8,285-78.0% | $6,918-73.7% |