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 | $177,106 | $76,552+131.4% | $123,892+43.0% | $62,891+181.6% |
| Participation rate | 54.8% | 73.0%-18.1pp | 81.4%-26.6pp | 69.3%-14.5pp |
| Annual return | 6.34% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,828 | $4,840+20.4% | $5,984-2.6% | $3,203+82.0% |
| Admin fee / account holder | $36,599 | $4,826+658.4% | $8,357+338.0% | $4,296+752.0% |