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 | $162,464 | $117,983+37.7% | $101,794+59.6% | $142,382+14.1% |
| Participation rate | 23.1% | 74.2%-51.1pp | 69.2%-46.1pp | 80.1%-57.0pp |
| Annual return | 10.32% | 36.92%-26.6pp | 30.53%-20.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $769 | $2,773-72.3% | $2,289-66.4% | $4,299-82.1% |
| Participant deferral / active EE | $1,402 | $4,714-70.3% | $4,084-65.7% | $6,507-78.5% |
| Admin fee / account holder | $60,552 | $10,433+480.4% | $8,777+589.9% | $12,624+379.7% |