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 | $162,978 | $109,881+48.3% | $150,045+8.6% | $84,808+92.2% |
| Participation rate | 60.9% | 76.1%-15.2pp | 82.3%-21.5pp | 68.3%-7.4pp |
| Annual return | 14.40% | 28.25%-13.8pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,879 | $6,636+33.8% | $7,997+11.0% | $4,212+110.8% |
| Admin fee / account holder | $36,971 | $8,568+331.5% | $13,435+175.2% | $7,344+403.4% |