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 | $153,258 | $113,339+35.2% | $94,993+61.3% | $147,584+3.8% |
| Participation rate | 63.6% | 78.0%-14.3pp | 73.9%-10.2pp | 82.8%-19.2pp |
| Annual return | 13.73% | 20.77%-7.0pp | 27.12%-13.4pp | 578.55%-564.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,686 | $3,777+50.6% | $3,317+71.4% | $5,439+4.6% |
| Admin fee / account holder | $14,857 | $6,063+145.1% | $4,960+199.5% | $10,885+36.5% |