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 | $153,624 | $91,190+68.5% | $178,490-13.9% | $79,858+92.4% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 16.96% | 24.19%-7.2pp | 151.07%-134.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,778 | $3,236+47.6% | $5,202-8.1% | $3,740+27.8% |
| Admin fee / account holder | $782 | $6,751-88.4% | $13,984-94.4% | $5,306-85.3% |