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 | $142,062 | $74,927+89.6% | $101,794+39.6% | $84,808+67.5% |
| Participation rate | 53.6% | 61.4%-7.8pp | 69.2%-15.6pp | 68.3%-14.7pp |
| Annual return | 15.36% | 18.70%-3.3pp | 30.53%-15.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,180 | $3,099-29.7% | $4,084-46.6% | $4,212-48.2% |
| Admin fee / account holder | $2,160 | $6,514-66.8% | $8,777-75.4% | $7,344-70.6% |