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 | $112,247 | $93,571+20.0% | $135,903-17.4% | $75,163+49.3% |
| Participation rate | 51.0% | 75.2%-24.2pp | 81.9%-30.9pp | 67.2%-16.2pp |
| Annual return | 16.94% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,462 | $6,404-14.7% | $7,758-29.6% | $4,125+32.4% |
| Admin fee / account holder | $32,876 | $6,975+371.3% | $10,762+205.5% | $5,651+481.8% |