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 | $198,279 | $63,861+210.5% | $104,607+89.5% | $79,858+148.3% |
| Participation rate | 47.1% | 64.9%-17.9pp | 74.1%-27.0pp | 69.6%-22.6pp |
| Annual return | 10.78% | 21.30%-10.5pp | 340.46%-329.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,805 | $2,693+4.1% | $3,740-25.0% | $3,740-25.0% |
| Admin fee / account holder | $12,295 | $4,185+193.8% | $6,473+89.9% | $5,306+131.7% |