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 | $89,753+125.4% | $107,525+88.1% | $84,808+138.5% |
| Participation rate | 43.1% | 68.1%-24.9pp | 75.1%-31.9pp | 68.3%-25.2pp |
| Annual return | 19.03% | 29.48%-10.4pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,731 | $4,056-8.0% | $5,116-27.1% | $4,212-11.4% |
| Admin fee / account holder | $1,538 | $7,222-78.7% | $8,919-82.8% | $7,344-79.1% |