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 | $153,481 | $67,984+125.8% | $65,493+134.3% | $74,304+106.6% |
| Participation rate | 31.8% | 66.3%-34.5pp | 73.1%-41.3pp | 60.3%-28.6pp |
| Annual return | 15.30% | 19.87%-4.6pp | 982.45%-967.1pp | 29.43%-14.1pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,207 | $3,346+25.7% | $3,961+6.2% | $3,767+11.7% |
| Admin fee / account holder | $20,077 | $1,373+1362.5% | $5,028+299.3% | $2,969+576.3% |