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 | $147,416 | $78,926+86.8% | $136,749+7.8% | $84,808+73.8% |
| Participation rate | 53.1% | 62.2%-9.1pp | 72.1%-19.0pp | 68.3%-15.2pp |
| Annual return | 20.06% | 18.17%+1.9pp | 24.33%-4.3pp | 40.90%-20.8pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,990 | $3,168-5.6% | $4,692-36.3% | $4,212-29.0% |
| Admin fee / account holder | $3,127 | $6,369-50.9% | $11,386-72.5% | $7,344-57.4% |