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 | $222,101 | $78,705+182.2% | $117,854+88.5% | $70,131+216.7% |
| Participation rate | 62.1% | 73.2%-11.1pp | 79.7%-17.6pp | 69.5%-7.5pp |
| Annual return | 14.83% | 23.30%-8.5pp | 335.08%-320.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,564 | $3,297+99.1% | $4,482+46.5% | $3,332+97.0% |
| Admin fee / account holder | $9,774 | $5,065+93.0% | $8,020+21.9% | $4,645+110.4% |