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 | $88,698 | $58,828+50.8% | $77,999+13.7% | $62,891+41.0% |
| Participation rate | 34.6% | 71.1%-36.4pp | 75.5%-40.9pp | 69.3%-34.7pp |
| Annual return | 5.10% | 17.16%-12.1pp | 425.96%-420.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,989 | $2,686+11.3% | $3,497-14.5% | $3,203-6.7% |
| Admin fee / account holder | $19,474 | $4,393+343.3% | $5,480+255.3% | $4,296+353.3% |