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 | $168,442 | $71,050+137.1% | $93,606+79.9% | $80,856+108.3% |
| Participation rate | 39.3% | 60.4%-21.1pp | 68.7%-29.4pp | 67.6%-28.4pp |
| Annual return | 18.65% | 11.26%+7.4pp | 133.20%-114.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,398 | $4,034-65.3% | $4,411-68.3% | $4,296-67.5% |
| Admin fee / account holder | $45,426 | $6,945+554.1% | $8,285+448.3% | $6,918+556.6% |