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 | $125,814 | $101,724+23.7% | $164,813-23.7% | $80,856+55.6% |
| Participation rate | 59.5% | 71.8%-12.4pp | 78.6%-19.1pp | 67.6%-8.2pp |
| Annual return | 17.62% | 16.72%+0.9pp | 69.93%-52.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,752 | $4,477-16.2% | $6,031-37.8% | $4,296-12.7% |
| Admin fee / account holder | $7,990 | $8,227-2.9% | $12,690-37.0% | $6,918+15.5% |