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 | $157,279 | $91,190+72.5% | $178,490-11.9% | $79,858+96.9% |
| Participation rate | 52.8% | 69.2%-16.4pp | 81.9%-29.1pp | 69.6%-16.8pp |
| Annual return | 17.50% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,714 | $3,236-16.1% | $5,202-47.8% | $3,740-27.4% |
| Admin fee / account holder | $16,038 | $6,751+137.6% | $13,984+14.7% | $5,306+202.3% |