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 9-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 | $171,073 | $71,057+140.8% | $93,654+82.7% | $80,874+111.5% |
| Participation rate | 46.4% | 60.4%-14.0pp | 68.7%-22.3pp | 67.6%-21.3pp |
| Annual return | 18.97% | 11.26%+7.7pp | 133.34%-114.4pp | 35.62%-16.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,269 | $4,034+30.6% | $4,413+19.4% | $4,297+22.6% |
| Admin fee / account holder | $6,131 | $6,944-11.7% | $8,282-26.0% | $6,935-11.6% |