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 | $157,135 | $77,419+103.0% | $69,455+126.2% | $152,861+2.8% |
| Participation rate | 34.8% | 78.1%-43.3pp | 74.6%-39.8pp | 82.4%-47.7pp |
| Annual return | 17.96% | 39.06%-21.1pp | 28.97%-11.0pp | 345.32%-327.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,857 | $4,414-35.3% | $3,535-19.2% | $5,850-51.2% |
| Admin fee / account holder | $47,964 | $6,207+672.8% | $3,839+1149.3% | $11,596+313.6% |