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 | $163,551 | $86,944+88.1% | $107,525+52.1% | $74,304+120.1% |
| Participation rate | 48.1% | 59.6%-11.5pp | 75.1%-27.0pp | 60.3%-12.3pp |
| Annual return | 15.72% | 23.52%-7.8pp | 181.32%-165.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,230 | $3,554+159.7% | $5,116+80.4% | $3,767+145.0% |
| Admin fee / account holder | $4,843 | $3,727+30.0% | $8,919-45.7% | $2,969+63.1% |