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 | $127,597 | $87,013+46.6% | $106,213+20.1% | $80,856+57.8% |
| Participation rate | 27.5% | 70.4%-42.9pp | 75.3%-47.8pp | 67.6%-40.1pp |
| Annual return | 13.05% | 17.05%-4.0pp | 116.14%-103.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,788 | $3,986-5.0% | $5,016-24.5% | $4,296-11.8% |
| Admin fee / account holder | $4,900 | $8,431-41.9% | $11,033-55.6% | $6,918-29.2% |