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 | $136,394 | $68,547+99.0% | $120,354+13.3% | $80,856+68.7% |
| Participation rate | 61.5% | 61.6%-0.1pp | 71.9%-10.4pp | 67.6%-6.1pp |
| Annual return | 14.23% | 23.60%-9.4pp | 107.15%-92.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,438 | $3,173+8.3% | $4,991-31.1% | $4,296-20.0% |
| Admin fee / account holder | $1,596 | $5,732-72.1% | $9,423-83.1% | $6,918-76.9% |