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 | $195,720 | $86,929+125.1% | $102,423+91.1% | $80,856+142.1% |
| Participation rate | 51.9% | 72.4%-20.5pp | 76.5%-24.6pp | 67.6%-15.8pp |
| Annual return | 11.48% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,646 | $4,118+12.8% | $5,053-8.0% | $4,296+8.2% |
| Admin fee / account holder | $15,947 | $8,049+98.1% | $9,451+68.7% | $6,918+130.5% |