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 | $93,974 | $48,795+92.6% | $65,493+43.5% | $84,808+10.8% |
| Participation rate | 32.6% | 67.0%-34.4pp | 73.1%-40.5pp | 68.3%-35.7pp |
| Annual return | 15.77% | 20.20%-4.4pp | 982.45%-966.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,930 | $2,928-34.1% | $3,961-51.3% | $4,212-54.2% |
| Admin fee / account holder | $4,020 | $3,877+3.7% | $5,028-20.1% | $7,344-45.3% |