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 | $126,062 | $73,787+70.8% | $98,716+27.7% | $82,448+52.9% |
| Participation rate | 69.7% | 61.4%+8.3pp | 69.3%+0.4pp | 68.1%+1.6pp |
| Annual return | 16.29% | 18.57%-2.3pp | 31.81%-15.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,588 | $3,081+81.3% | $4,048+38.0% | $4,139+35.0% |
| Admin fee / account holder | $3,451 | $6,500-46.9% | $8,703-60.4% | $7,234-52.3% |