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 | $178,113 | $102,317+74.1% | $146,958+21.2% | $80,856+120.3% |
| Participation rate | 58.8% | 75.8%-17.0pp | 82.2%-23.3pp | 67.6%-8.8pp |
| Annual return | 13.73% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,237 | $6,644-21.2% | $8,070-35.1% | $4,296+21.9% |
| Admin fee / account holder | $6,778 | $7,941-14.7% | $12,998-47.9% | $6,918-2.0% |