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 | $202,905 | $86,929+133.4% | $102,423+98.1% | $80,856+150.9% |
| Participation rate | 67.6% | 72.4%-4.8pp | 76.5%-8.9pp | 67.6%-0.1pp |
| Annual return | 12.15% | 18.88%-6.7pp | 29.32%-17.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,171 | $4,118-47.3% | $5,053-57.0% | $4,296-49.5% |
| Admin fee / account holder | $17,018 | $8,049+111.4% | $9,451+80.1% | $6,918+146.0% |