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 | $128,905 | $94,625+36.2% | $116,228+10.9% | $84,808+52.0% |
| Participation rate | 52.5% | 70.4%-17.9pp | 74.6%-22.1pp | 68.3%-15.8pp |
| Annual return | 15.28% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,238 | $3,972+258.5% | $4,953+187.5% | $4,212+238.1% |
| Admin fee / account holder | $37,423 | $10,091+270.8% | $11,989+212.1% | $7,344+409.6% |