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 | $111,824 | $71,050+57.4% | $93,606+19.5% | $80,856+38.3% |
| Participation rate | 48.6% | 60.4%-11.8pp | 68.7%-20.1pp | 67.6%-19.0pp |
| Annual return | 13.91% | 11.26%+2.6pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,442 | $4,034-14.7% | $4,411-22.0% | $4,296-19.9% |
| Admin fee / account holder | $2,129 | $6,945-69.3% | $8,285-74.3% | $6,918-69.2% |