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 | $114,067 | $80,673+41.4% | $101,326+12.6% | $84,808+34.5% |
| Participation rate | 16.7% | 77.8%-61.1pp | 81.5%-64.8pp | 68.3%-51.6pp |
| Annual return | 16.45% | 38.95%-22.5pp | 36.82%-20.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,217 | $6,840-53.0% | $7,994-59.8% | $4,212-23.6% |
| Admin fee / account holder | $6,954 | $12,784-45.6% | $11,185-37.8% | $7,344-5.3% |