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 | $188,194 | $58,208+223.3% | $81,812+130.0% | $80,856+132.8% |
| Participation rate | 31.3% | 63.4%-32.1pp | 72.3%-41.0pp | 67.6%-36.3pp |
| Annual return | 12.22% | 41.66%-29.4pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,778 | $3,281+15.2% | $4,319-12.5% | $4,296-12.0% |
| Admin fee / account holder | $36,039 | $4,981+623.5% | $7,386+387.9% | $6,918+421.0% |