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 | $221,313 | $70,669+213.2% | $169,368+30.7% | $75,163+194.4% |
| Participation rate | 60.4% | 64.8%-4.4pp | 77.1%-16.7pp | 67.2%-6.8pp |
| Annual return | 18.18% | 36.36%-18.2pp | 405.60%-387.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,083 | $4,311+87.5% | $6,221+29.9% | $4,125+96.0% |
| Admin fee / account holder | $15,103 | $5,402+179.6% | $9,003+67.8% | $5,651+167.3% |