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 | $194,877 | $77,503+151.4% | $100,391+94.1% | $80,856+141.0% |
| Participation rate | 53.1% | 76.9%-23.8pp | 81.5%-28.4pp | 67.6%-14.5pp |
| Annual return | 15.86% | 37.20%-21.3pp | 49.20%-33.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,128 | $6,820-39.5% | $8,082-48.9% | $4,296-3.9% |
| Admin fee / account holder | $2,428 | $5,897-58.8% | $7,899-69.3% | $6,918-64.9% |