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 | $108,961 | $48,076+126.6% | $78,689+38.5% | $62,891+73.3% |
| Participation rate | 60.7% | 65.2%-4.5pp | 73.6%-12.8pp | 69.3%-8.6pp |
| Annual return | 6.69% | 31.35%-24.7pp | 62.18%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,678 | $2,588+42.1% | $3,517+4.6% | $3,203+14.8% |
| Admin fee / account holder | $28,931 | $3,207+802.0% | $4,510+541.4% | $4,296+573.5% |