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 | $114,383 | $89,753+27.4% | $107,525+6.4% | $84,808+34.9% |
| Participation rate | 39.4% | 68.1%-28.7pp | 75.1%-35.7pp | 68.3%-28.9pp |
| Annual return | 17.29% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,509 | $4,056+35.8% | $5,116+7.7% | $4,212+30.8% |
| Admin fee / account holder | $21,075 | $7,222+191.8% | $8,919+136.3% | $7,344+187.0% |