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 | $129,238 | $65,395+97.6% | $182,532-29.2% | $72,985+77.1% |
| Participation rate | 57.9% | 65.4%-7.5pp | 78.0%-20.1pp | 69.5%-11.6pp |
| Annual return | 23.11% | 27.68%-4.6pp | 148.54%-125.4pp | 81.00%-57.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,451 | $3,563-3.2% | $5,524-37.5% | $3,607-4.3% |
| Admin fee / account holder | $1,910 | $4,245-55.0% | $8,592-77.8% | $5,124-62.7% |