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 | $160,574 | $71,050+126.0% | $93,606+71.5% | $80,856+98.6% |
| Participation rate | 46.5% | 60.4%-13.9pp | 68.7%-22.2pp | 67.6%-21.2pp |
| Annual return | 14.08% | 11.26%+2.8pp | 133.20%-119.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,050 | $4,034-49.2% | $4,411-53.5% | $4,296-52.3% |
| Admin fee / account holder | $6,805 | $6,945-2.0% | $8,285-17.9% | $6,918-1.6% |