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 | $96,274 | $45,035+113.8% | $62,995+52.8% | $70,131+37.3% |
| Participation rate | 57.7% | 69.5%-11.8pp | 74.8%-17.1pp | 69.5%-11.8pp |
| Annual return | 17.83% | 18.76%-0.9pp | 87.57%-69.7pp | 73.14%-55.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,878 | $2,465+16.8% | $3,329-13.6% | $3,332-13.6% |
| Admin fee / account holder | $689 | $2,834-75.7% | $3,600-80.9% | $4,645-85.2% |