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 | $114,114 | $70,428+62.0% | $96,562+18.2% | $85,850+32.9% |
| Participation rate | 39.5% | 61.8%-22.3pp | 69.8%-30.3pp | 69.3%-29.8pp |
| Annual return | 21.99% | 18.59%+3.4pp | 37.78%-15.8pp | 318.53%-296.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,332 | $2,894+15.2% | $3,849-13.4% | $3,952-15.7% |
| Admin fee / account holder | $6,390 | $4,997+27.9% | $6,181+3.4% | $6,260+2.1% |