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 | $164,678 | $86,929+89.4% | $102,423+60.8% | $80,856+103.7% |
| Participation rate | 38.7% | 72.4%-33.7pp | 76.5%-37.8pp | 67.6%-28.9pp |
| Annual return | 14.39% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,509 | $4,118-39.1% | $5,053-50.3% | $4,296-41.6% |
| Admin fee / account holder | $38,107 | $8,049+373.4% | $9,451+303.2% | $6,918+450.8% |