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 | $152,618 | $76,367+99.8% | $93,606+63.0% | $72,985+109.1% |
| Participation rate | 60.0% | 71.7%-11.7pp | 75.8%-15.8pp | 69.5%-9.5pp |
| Annual return | 22.85% | 25.82%-3.0pp | 32.76%-9.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,364 | $3,538-61.4% | $4,069-66.5% | $3,607-62.2% |
| Admin fee / account holder | $11,785 | $6,838+72.3% | $7,888+49.4% | $5,124+130.0% |