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 | $220,139 | $81,460+170.2% | $103,333+113.0% | $80,856+172.3% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.6%-34.3pp |
| Annual return | 14.56% | 25.55%-11.0pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,084 | $3,869-46.1% | $5,057-58.8% | $4,296-51.5% |
| Admin fee / account holder | $8,205 | $6,566+25.0% | $8,355-1.8% | $6,918+18.6% |