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 | $178,621 | $101,724+75.6% | $164,813+8.4% | $80,856+120.9% |
| Participation rate | 61.5% | 71.8%-10.3pp | 78.6%-17.1pp | 67.6%-6.1pp |
| Annual return | 19.10% | 16.72%+2.4pp | 69.93%-50.8pp | 35.59%-16.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,288 | $4,477-26.6% | $6,031-45.5% | $4,296-23.5% |
| Admin fee / account holder | $4,176 | $8,227-49.2% | $12,690-67.1% | $6,918-39.6% |