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 | $65,246+67.9% | $98,716+11.0% | $67,986+61.1% |
| Participation rate | 44.6% | 51.4%-6.9pp | 69.3%-24.7pp | 57.2%-12.7pp |
| Annual return | 14.62% | 20.58%-6.0pp | 31.81%-17.2pp | 31.67%-17.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,051 | $2,594+17.6% | $4,048-24.6% | $3,358-9.1% |
| Admin fee / account holder | $11,833 | $4,561+159.5% | $8,703+36.0% | $3,203+269.4% |