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 | $187,946 | $80,968+132.1% | $96,544+94.7% | $75,163+150.0% |
| Participation rate | 44.0% | 71.8%-27.8pp | 76.0%-32.0pp | 67.2%-23.2pp |
| Annual return | 14.37% | 27.06%-12.7pp | 25.84%-11.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,555 | $3,928-9.5% | $4,851-26.7% | $4,125-13.8% |
| Admin fee / account holder | $26,487 | $6,724+293.9% | $8,252+221.0% | $5,651+368.7% |