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 | $113,746 | $52,279+117.6% | $89,391+27.2% | $79,858+42.4% |
| Participation rate | 34.3% | 57.5%-23.3pp | 68.0%-33.7pp | 69.6%-35.3pp |
| Annual return | 25.03% | 22.16%+2.9pp | 245.62%-220.6pp | 31.71%-6.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $791 | $2,740-71.1% | $3,890-79.7% | $3,740-78.8% |
| Admin fee / account holder | $11,610 | $3,356+245.9% | $4,881+137.8% | $5,306+118.8% |