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 | $125,496 | $70,475+78.1% | $100,516+24.9% | $79,858+57.1% |
| Participation rate | 48.8% | 73.7%-24.9pp | 79.4%-30.6pp | 69.6%-20.9pp |
| Annual return | 15.54% | 21.90%-6.4pp | 30.89%-15.3pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,006 | $5,181-42.0% | $6,270-52.1% | $3,740-19.6% |
| Admin fee / account holder | $8,459 | $4,478+88.9% | $8,081+4.7% | $5,306+59.4% |