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 | $136,304 | $98,750+38.0% | $149,696-8.9% | $79,858+70.7% |
| Participation rate | 64.1% | 75.8%-11.7pp | 82.5%-18.4pp | 69.6%-5.5pp |
| Annual return | 30.95% | 27.43%+3.5pp | 276.60%-245.7pp | 31.71%-0.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,505 | $5,680+14.5% | $6,842-4.9% | $3,740+73.9% |
| Admin fee / account holder | $2,203 | $6,053-63.6% | $9,309-76.3% | $5,306-58.5% |