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 | $157,851 | $70,475+124.0% | $100,516+57.0% | $79,858+97.7% |
| Participation rate | 56.0% | 73.7%-17.7pp | 79.4%-23.4pp | 69.6%-13.6pp |
| Annual return | 19.67% | 21.90%-2.2pp | 30.89%-11.2pp | 31.71%-12.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,105 | $5,181-20.8% | $6,270-34.5% | $3,740+9.7% |
| Admin fee / account holder | $9,408 | $4,478+110.1% | $8,081+16.4% | $5,306+77.3% |