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 | $98,081 | $91,552+7.1% | $133,956-26.8% | $79,858+22.8% |
| Participation rate | 45.7% | 73.3%-27.6pp | 79.8%-34.1pp | 69.6%-23.9pp |
| Annual return | 19.41% | 61.85%-42.4pp | 45.09%-25.7pp | 31.71%-12.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,150 | $3,733+37.9% | $5,048+2.0% | $3,740+37.7% |
| Admin fee / account holder | $1,116 | $6,321-82.3% | $8,927-87.5% | $5,306-79.0% |