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 | $192,942 | $72,012+167.9% | $185,823+3.8% | $79,858+141.6% |
| Participation rate | 67.9% | 65.8%+2.2pp | 78.0%-10.1pp | 69.6%-1.7pp |
| Annual return | 15.43% | 23.12%-7.7pp | 35.95%-20.5pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,902 | $3,779+109.1% | $5,632+40.3% | $3,740+111.3% |
| Admin fee / account holder | $3,491 | $4,513-22.6% | $9,500-63.2% | $5,306-34.2% |