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 | $103,257 | $80,968+27.5% | $96,544+7.0% | $75,163+37.4% |
| Participation rate | 37.7% | 71.8%-34.1pp | 76.0%-38.3pp | 67.2%-29.5pp |
| Annual return | 19.38% | 27.06%-7.7pp | 25.84%-6.5pp | 160.62%-141.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,967 | $3,928+51.9% | $4,851+23.0% | $4,125+44.6% |
| Admin fee / account holder | $13,210 | $6,724+96.5% | $8,252+60.1% | $5,651+133.8% |