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 | $156,773 | $74,927+109.2% | $101,794+54.0% | $84,808+84.9% |
| Participation rate | 47.6% | 61.4%-13.8pp | 69.2%-21.6pp | 68.3%-20.7pp |
| Annual return | 15.06% | 18.70%-3.6pp | 30.53%-15.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,200 | $3,099+35.5% | $4,084+2.8% | $4,212-0.3% |
| Admin fee / account holder | $3,099 | $6,514-52.4% | $8,777-64.7% | $7,344-57.8% |