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 | $98,568 | $65,365+50.8% | $92,893+6.1% | $72,985+35.1% |
| Participation rate | 29.0% | 68.3%-39.3pp | 76.0%-47.0pp | 69.5%-40.5pp |
| Annual return | 27.62% | 42.10%-14.5pp | 109.41%-81.8pp | 81.00%-53.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,308 | $3,128-58.2% | $4,236-69.1% | $3,607-63.7% |
| Admin fee / account holder | $397 | $4,251-90.7% | $5,794-93.1% | $5,124-92.3% |