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 | $107,010 | $73,787+45.0% | $98,716+8.4% | $82,448+29.8% |
| Participation rate | 24.6% | 61.4%-36.8pp | 69.3%-44.7pp | 68.1%-43.5pp |
| Annual return | 18.02% | 18.57%-0.5pp | 31.81%-13.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,049 | $3,081-33.5% | $4,048-49.4% | $4,139-50.5% |
| Admin fee / account holder | $786 | $6,500-87.9% | $8,703-91.0% | $7,234-89.1% |