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 | $104,769 | $74,927+39.8% | $101,794+2.9% | $84,808+23.5% |
| Participation rate | 23.6% | 61.4%-37.8pp | 69.2%-45.5pp | 68.3%-44.7pp |
| Annual return | 13.36% | 18.70%-5.3pp | 30.53%-17.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,126 | $3,099-31.4% | $4,084-47.9% | $4,212-49.5% |
| Admin fee / account holder | $30,907 | $6,514+374.5% | $8,777+252.1% | $7,344+320.9% |