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 | $205,231 | $149,333+37.4% | $106,387+92.9% | $135,375+51.6% |
| Participation rate | 68.2% | 81.5%-13.3pp | 77.5%-9.3pp | 82.6%-14.5pp |
| Annual return | 4.78% | 0.52%+4.3pp | 0.25%+4.5pp | 519.73%-515.0pp |
| Employer contribution / active EE | $0 | $4,984-100.0% | $3,520-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,481 | $7,230-10.4% | $5,421+19.5% | $5,609+15.6% |
| Admin fee / account holder | $522 | $15,952-96.7% | $7,510-93.0% | $10,827-95.2% |