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 | $184,128 | $85,202+116.1% | $172,739+6.6% | $72,985+152.3% |
| Participation rate | 57.7% | 70.1%-12.4pp | 82.6%-25.0pp | 69.5%-11.8pp |
| Annual return | 23.27% | 27.32%-4.0pp | 802.84%-779.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,543 | $3,260-52.7% | $5,198-70.3% | $3,607-57.2% |
| Admin fee / account holder | $18,820 | $5,884+219.9% | $13,954+34.9% | $5,124+267.3% |