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 | $116,724 | $56,053+108.2% | $75,972+53.6% | $80,856+44.4% |
| Participation rate | 56.0% | 62.0%-6.1pp | 69.1%-13.1pp | 67.6%-11.7pp |
| Annual return | 16.22% | 20.53%-4.3pp | 359.55%-343.3pp | 35.59%-19.4pp |
| Employer contribution / active EE | $933 | $1,874-50.2% | $2,685-65.3% | $2,755-66.1% |
| Participant deferral / active EE | $3,813 | $3,052+24.9% | $4,255-10.4% | $4,296-11.2% |
| Admin fee / account holder | $14,827 | $5,234+183.3% | $6,467+129.3% | $6,918+114.3% |