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 | $175,604 | $99,032+77.3% | $80,019+119.5% | $135,375+29.7% |
| Participation rate | 55.0% | 78.4%-23.4pp | 75.8%-20.8pp | 82.6%-27.6pp |
| Annual return | 7.57% | 15.39%-7.8pp | 11.22%-3.6pp | 519.73%-512.2pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,932 | $4,282-54.9% | $3,686-47.6% | $5,609-65.6% |
| Admin fee / account holder | $51,908 | $10,436+397.4% | $6,521+696.0% | $10,827+379.4% |