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 | $115,437 | $63,346+82.2% | $92,233+25.2% | $70,131+64.6% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 12.92% | 530.12%-517.2pp | 176.28%-163.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,147 | $2,854+10.3% | $3,897-19.2% | $3,332-5.6% |
| Admin fee / account holder | $882 | $3,840-77.0% | $5,194-83.0% | $4,645-81.0% |