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 | $130,403 | $54,705+138.4% | $71,209+83.1% | $84,808+53.8% |
| Participation rate | 44.4% | 64.1%-19.6pp | 73.8%-29.3pp | 68.3%-23.9pp |
| Annual return | 18.96% | 35.90%-16.9pp | 282.51%-263.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,473 | $3,030+14.6% | $4,175-16.8% | $4,212-17.5% |
| Admin fee / account holder | $994 | $4,863-79.6% | $5,349-81.4% | $7,344-86.5% |