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 | $114,490 | $63,355+80.7% | $91,989+24.5% | $72,985+56.9% |
| Participation rate | 48.3% | 72.5%-24.2pp | 78.6%-30.3pp | 69.5%-21.2pp |
| Annual return | 20.42% | 35.35%-14.9pp | 69.02%-48.6pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,275 | $4,883-12.5% | $5,923-27.8% | $3,607+18.5% |
| Admin fee / account holder | $12,671 | $4,668+171.4% | $7,743+63.6% | $5,124+147.3% |