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 | $159,496 | $72,492+120.0% | $87,100+83.1% | $72,985+118.5% |
| Participation rate | 36.5% | 72.8%-36.3pp | 76.9%-40.4pp | 69.5%-33.0pp |
| Annual return | 19.03% | 24.46%-5.4pp | 28.19%-9.2pp | 81.00%-62.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,775 | $3,270-15.1% | $4,049-31.4% | $3,607-23.1% |
| Admin fee / account holder | $6,348 | $5,055+25.6% | $7,497-15.3% | $5,124+23.9% |