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 | $174,434 | $93,571+86.4% | $135,903+28.4% | $75,163+132.1% |
| Participation rate | 48.6% | 75.2%-26.6pp | 81.9%-33.3pp | 67.2%-18.6pp |
| Annual return | 19.35% | 30.90%-11.6pp | 68.23%-48.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,465 | $6,404+47.8% | $7,758+22.0% | $4,125+129.5% |
| Admin fee / account holder | $22,332 | $6,975+220.2% | $10,762+107.5% | $5,651+295.2% |