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 | $194,216 | $86,929+123.4% | $102,423+89.6% | $80,856+140.2% |
| Participation rate | 34.1% | 72.4%-38.3pp | 76.5%-42.4pp | 67.6%-33.5pp |
| Annual return | 17.33% | 18.88%-1.5pp | 29.32%-12.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,575 | $4,118-37.5% | $5,053-49.0% | $4,296-40.1% |
| Admin fee / account holder | $4,926 | $8,049-38.8% | $9,451-47.9% | $6,918-28.8% |