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 | $181,774 | $81,248+123.7% | $155,509+16.9% | $80,856+124.8% |
| Participation rate | 59.5% | 66.2%-6.7pp | 78.2%-18.7pp | 67.6%-8.1pp |
| Annual return | 13.17% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,077 | $3,452+47.1% | $5,626-9.8% | $4,296+18.2% |
| Admin fee / account holder | $38,601 | $7,997+382.7% | $15,912+142.6% | $6,918+458.0% |