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 | $245,063 | $140,588+74.3% | $123,104+99.1% | $125,391+95.4% |
| Participation rate | 52.9% | 88.2%-35.3pp | 86.8%-33.8pp | 83.2%-30.2pp |
| Annual return | -0.36% | 16.80%-17.2pp | 13.22%-13.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,428 | $6,980-7.9% | $6,230+3.2% | $5,352+20.1% |
| Admin fee / account holder | $1,311 | $11,198-88.3% | $9,015-85.5% | $9,540-86.3% |