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 | $145,145 | $94,625+53.4% | $116,228+24.9% | $84,808+71.1% |
| Participation rate | 65.3% | 70.4%-5.2pp | 74.6%-9.3pp | 68.3%-3.0pp |
| Annual return | 17.58% | 20.40%-2.8pp | 90.06%-72.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,996 | $3,972+76.1% | $4,953+41.2% | $4,212+66.1% |
| Admin fee / account holder | $4,021 | $10,091-60.2% | $11,989-66.5% | $7,344-45.3% |