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 | $173,588 | $81,460+113.1% | $103,333+68.0% | $80,856+114.7% |
| Participation rate | 39.2% | 66.8%-27.7pp | 74.5%-35.3pp | 67.6%-28.4pp |
| Annual return | 15.97% | 25.55%-9.6pp | 24.88%-8.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,286 | $3,869-40.9% | $5,057-54.8% | $4,296-46.8% |
| Admin fee / account holder | $6,559 | $6,566-0.1% | $8,355-21.5% | $6,918-5.2% |