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 | $77,896+89.2% | $134,172+9.9% | $82,448+78.8% |
| Participation rate | 53.1% | 62.8%-9.7pp | 72.5%-19.3pp | 68.1%-14.9pp |
| Annual return | 20.06% | 18.21%+1.8pp | 25.30%-5.2pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,990 | $3,162-5.5% | $4,690-36.3% | $4,139-27.8% |
| Admin fee / account holder | $3,127 | $6,336-50.7% | $12,016-74.0% | $7,234-56.8% |