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 | $153,609 | $81,460+88.6% | $103,333+48.7% | $80,856+90.0% |
| Participation rate | 54.5% | 66.8%-12.3pp | 74.5%-20.0pp | 67.6%-13.1pp |
| Annual return | 14.50% | 25.55%-11.0pp | 24.88%-10.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,229 | $3,869-42.4% | $5,057-55.9% | $4,296-48.1% |
| Admin fee / account holder | $12,336 | $6,566+87.9% | $8,355+47.7% | $6,918+78.3% |