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 | $202,954 | $106,355+90.8% | $237,244-14.5% | $116,875+73.7% |
| Participation rate | 48.6% | 71.9%-23.2pp | 80.3%-31.6pp | 74.5%-25.9pp |
| Annual return | 14.85% | 17.03%-2.2pp | 4131.29%-4116.4pp | 16.29%-1.4pp |
| Employer contribution / active EE | $0 | $1,595-100.0% | $4,351-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $2,013 | $3,396-40.7% | $4,056-50.4% | $3,885-48.2% |
| Admin fee / account holder | $10,011 | $11,423-12.4% | $18,030-44.5% | $12,263-18.4% |