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 | $173,982 | $124,281+40.0% | $109,143+59.4% | $167,490+3.9% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.9%-45.9pp | 82.1%-52.1pp |
| Annual return | 11.54% | 26.04%-14.5pp | 25.75%-14.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,712 | $5,255-29.4% | $4,653-20.2% | $6,341-41.5% |
| Admin fee / account holder | $113,666 | $7,970+1326.2% | $6,752+1583.4% | $12,309+823.4% |