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 | $180,263 | $95,453+88.8% | $112,040+60.9% | $82,448+118.6% |
| Participation rate | 43.9% | 72.8%-28.9pp | 76.5%-32.6pp | 68.1%-24.2pp |
| Annual return | 14.71% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,986 | $4,224-29.3% | $5,098-41.4% | $4,139-27.9% |
| Admin fee / account holder | $12,118 | $9,013+34.4% | $12,098+0.2% | $7,234+67.5% |