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 | $116,878 | $73,933+58.1% | $96,683+20.9% | $75,163+55.5% |
| Participation rate | 37.0% | 66.4%-29.4pp | 74.3%-37.3pp | 67.2%-30.2pp |
| Annual return | 14.99% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $787 | $2,928-73.1% | $3,737-78.9% | $2,670-70.5% |
| Participant deferral / active EE | $4,063 | $3,659+11.1% | $4,878-16.7% | $4,125-1.5% |
| Admin fee / account holder | $16,694 | $5,216+220.0% | $6,730+148.1% | $5,651+195.4% |