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 | $130,161 | $54,762+137.7% | $90,281+44.2% | $72,985+78.3% |
| Participation rate | 27.9% | 65.1%-37.2pp | 73.3%-45.4pp | 69.5%-41.6pp |
| Annual return | 25.04% | 30.63%-5.6pp | 78.10%-53.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,247 | $2,887-56.8% | $3,885-67.9% | $3,607-65.4% |
| Admin fee / account holder | $1,011 | $3,972-74.6% | $5,351-81.1% | $5,124-80.3% |