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 | $113,881 | $73,787+54.3% | $98,716+15.4% | $82,448+38.1% |
| Participation rate | 56.8% | 61.4%-4.7pp | 69.3%-12.5pp | 68.1%-11.3pp |
| Annual return | 18.00% | 18.57%-0.6pp | 31.81%-13.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,605 | $3,081+49.4% | $4,048+13.8% | $4,139+11.2% |
| Admin fee / account holder | $4,773 | $6,500-26.6% | $8,703-45.2% | $7,234-34.0% |