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 | $180,263 | $95,803+88.2% | $113,168+59.3% | $84,808+112.6% |
| Participation rate | 43.9% | 72.9%-29.0pp | 76.6%-32.7pp | 68.3%-24.4pp |
| Annual return | 14.71% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,986 | $4,242-29.6% | $5,107-41.5% | $4,212-29.1% |
| Admin fee / account holder | $12,118 | $8,989+34.8% | $12,068+0.4% | $7,344+65.0% |