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 | $193,375 | $115,770+67.0% | $101,248+91.0% | $158,922+21.7% |
| Participation rate | 38.9% | 79.4%-40.5pp | 75.8%-36.9pp | 82.0%-43.1pp |
| Annual return | 14.74% | 56.14%-41.4pp | 46.47%-31.7pp | 302.83%-288.1pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,158 | $4,957+24.2% | $4,370+40.9% | $5,982+2.9% |
| Admin fee / account holder | $73,138 | $7,245+909.5% | $5,945+1130.1% | $11,246+550.4% |