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 | $124,602 | $87,733+42.0% | $106,548+16.9% | $85,850+45.1% |
| Participation rate | 59.4% | 71.9%-12.6pp | 76.1%-16.8pp | 69.3%-9.9pp |
| Annual return | 21.87% | 21.86%0pp | 26.80%-4.9pp | 318.53%-296.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,820 | $3,469-18.7% | $4,398-35.9% | $3,952-28.6% |
| Admin fee / account holder | $1,637 | $6,767-75.8% | $7,407-77.9% | $6,260-73.9% |