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 | $178,158 | $45,863+288.5% | $77,024+131.3% | $68,494+160.1% |
| Participation rate | 53.8% | 55.9%-2.1pp | 67.9%-14.1pp | 67.9%-14.0pp |
| Annual return | 20.66% | 1.72%+18.9pp | 42.32%-21.7pp | -7.84%+28.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,485 | $2,962+118.9% | $4,426+46.5% | $4,027+61.0% |
| Admin fee / account holder | $11,496 | $3,041+278.1% | $5,425+111.9% | $5,403+112.8% |