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 5-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 | $123,120 | $71,050+73.3% | $93,606+31.5% | $80,856+52.3% |
| Participation rate | 22.5% | 60.4%-37.9pp | 68.7%-46.2pp | 67.6%-45.1pp |
| Annual return | 10.01% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,555 | $4,034-61.5% | $4,411-64.8% | $4,296-63.8% |
| Admin fee / account holder | $8,389 | $6,945+20.8% | $8,285+1.3% | $6,918+21.3% |