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 | $151,715 | $102,317+48.3% | $146,958+3.2% | $80,856+87.6% |
| Participation rate | 59.4% | 75.8%-16.4pp | 82.2%-22.7pp | 67.6%-8.2pp |
| Annual return | 18.49% | 134.76%-116.3pp | 418.34%-399.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,621 | $6,644+74.9% | $8,070+44.0% | $4,296+170.5% |
| Admin fee / account holder | $5,431 | $7,941-31.6% | $12,998-58.2% | $6,918-21.5% |