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 | $160,444 | $140,588+14.1% | $123,104+30.3% | $125,391+28.0% |
| Participation rate | 56.3% | 88.2%-31.9pp | 86.8%-30.5pp | 83.2%-26.9pp |
| Annual return | 0.36% | 16.80%-16.4pp | 13.22%-12.9pp | 282.22%-281.9pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,101 | $6,980-26.9% | $6,230-18.1% | $5,352-4.7% |
| Admin fee / account holder | $53,084 | $11,198+374.1% | $9,015+488.9% | $9,540+456.4% |