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 | $109,547 | $66,098+65.7% | $101,794+7.6% | $74,304+47.4% |
| Participation rate | 44.6% | 53.8%-9.2pp | 69.2%-24.6pp | 60.3%-15.8pp |
| Annual return | 14.62% | 19.59%-5.0pp | 30.53%-15.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,051 | $2,781+9.7% | $4,084-25.3% | $3,767-19.0% |
| Admin fee / account holder | $11,833 | $4,146+185.4% | $8,777+34.8% | $2,969+298.6% |