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 5-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 | $115,036 | $70,428+63.3% | $96,562+19.1% | $85,850+34.0% |
| Participation rate | 39.7% | 61.8%-22.1pp | 69.8%-30.1pp | 69.3%-29.6pp |
| Annual return | 17.34% | 18.59%-1.2pp | 37.78%-20.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,168 | $2,894-25.1% | $3,849-43.7% | $3,952-45.1% |
| Admin fee / account holder | $26,971 | $4,997+439.8% | $6,181+336.4% | $6,260+330.9% |