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 | $193,821 | $87,733+120.9% | $106,548+81.9% | $85,850+125.8% |
| Participation rate | 57.9% | 71.9%-14.0pp | 76.1%-18.2pp | 69.3%-11.4pp |
| Annual return | 13.86% | 21.86%-8.0pp | 26.80%-12.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $815 | $2,073-60.7% | $2,819-71.1% | $2,565-68.2% |
| Participant deferral / active EE | $2,810 | $3,469-19.0% | $4,398-36.1% | $3,952-28.9% |
| Admin fee / account holder | $13,634 | $6,767+101.5% | $7,407+84.1% | $6,260+117.8% |