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 | $128,262 | $54,541+135.2% | $78,778+62.8% | $70,131+82.9% |
| Participation rate | 46.7% | 60.8%-14.1pp | 69.2%-22.5pp | 69.5%-22.9pp |
| Annual return | 22.79% | 21.07%+1.7pp | 35.62%-12.8pp | 73.14%-50.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,018 | $2,210-8.7% | $2,958-31.8% | $3,332-39.4% |
| Admin fee / account holder | $356 | $3,709-90.4% | $5,134-93.1% | $4,645-92.3% |