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 | $119,647 | $46,869+155.3% | $122,332-2.2% | $70,131+70.6% |
| Participation rate | 17.2% | 58.2%-41.0pp | 71.6%-54.4pp | 69.5%-52.4pp |
| Annual return | 22.95% | 24.22%-1.3pp | 30.27%-7.3pp | 73.14%-50.2pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,141 | $2,166-1.2% | $3,287-34.9% | $3,332-35.7% |
| Admin fee / account holder | $6,593 | $3,322+98.4% | $5,478+20.4% | $4,645+41.9% |