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 | $146,115 | $77,896+87.6% | $134,172+8.9% | $82,448+77.2% |
| Participation rate | 48.1% | 62.8%-14.7pp | 72.5%-24.4pp | 68.1%-20.0pp |
| Annual return | 13.07% | 18.21%-5.1pp | 25.30%-12.2pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,491 | $3,162-21.2% | $4,690-46.9% | $4,139-39.8% |
| Admin fee / account holder | $47,039 | $6,336+642.4% | $12,016+291.5% | $7,234+550.2% |