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 | $130,763 | $96,484+35.5% | $156,263-16.3% | $74,304+76.0% |
| Participation rate | 40.4% | 67.7%-27.3pp | 78.9%-38.5pp | 60.3%-20.0pp |
| Annual return | 13.92% | 17.73%-3.8pp | 59.47%-45.6pp | 29.43%-15.5pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,323 | $4,286-45.8% | $6,158-62.3% | $3,767-38.3% |
| Admin fee / account holder | $6,896 | $3,728+85.0% | $14,255-51.6% | $2,969+132.3% |