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 | $116,597 | $53,777+116.8% | $134,143-13.1% | $79,858+46.0% |
| Participation rate | 31.0% | 58.8%-27.7pp | 72.2%-41.1pp | 69.6%-38.6pp |
| Annual return | 13.17% | 19.01%-5.8pp | 36.33%-23.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,061 | $2,420-14.8% | $3,499-41.1% | $3,740-44.9% |
| Admin fee / account holder | $1,834 | $3,984-54.0% | $6,684-72.6% | $5,306-65.4% |