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 | $153,801 | $102,317+50.3% | $146,958+4.7% | $80,856+90.2% |
| Participation rate | 45.3% | 75.8%-30.5pp | 82.2%-36.8pp | 67.6%-22.3pp |
| Annual return | 15.68% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,667 | $6,644-14.7% | $8,070-29.8% | $4,296+31.9% |
| Admin fee / account holder | $5,132 | $7,941-35.4% | $12,998-60.5% | $6,918-25.8% |