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 | $128,281 | $80,968+58.4% | $96,544+32.9% | $75,163+70.7% |
| Participation rate | 67.5% | 71.8%-4.3pp | 76.0%-8.5pp | 67.2%+0.3pp |
| Annual return | 16.11% | 27.06%-11.0pp | 25.84%-9.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,112 | $3,928-20.8% | $4,851-35.8% | $4,125-24.6% |
| Admin fee / account holder | $11,421 | $6,724+69.8% | $8,252+38.4% | $5,651+102.1% |