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 | $105,625 | $81,460+29.7% | $103,333+2.2% | $80,856+30.6% |
| Participation rate | 55.8% | 66.8%-11.0pp | 74.5%-18.7pp | 67.6%-11.8pp |
| Annual return | 11.85% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,536 | $3,869-8.6% | $5,057-30.1% | $4,296-17.7% |
| Admin fee / account holder | $17,424 | $6,566+165.3% | $8,355+108.5% | $6,918+151.9% |