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 | $202,278 | $88,672+128.1% | $105,223+92.2% | $82,448+145.3% |
| Participation rate | 43.1% | 67.9%-24.8pp | 75.0%-31.9pp | 68.1%-24.9pp |
| Annual return | 19.03% | 30.86%-11.8pp | 180.65%-161.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,731 | $4,036-7.6% | $5,072-26.4% | $4,139-9.9% |
| Admin fee / account holder | $1,538 | $7,146-78.5% | $8,859-82.6% | $7,234-78.7% |