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 | $160,673 | $86,929+84.8% | $102,423+56.9% | $80,856+98.7% |
| Participation rate | 32.0% | 72.4%-40.4pp | 76.5%-44.5pp | 67.6%-35.6pp |
| Annual return | 15.44% | 18.88%-3.4pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,210 | $4,118-46.3% | $5,053-56.3% | $4,296-48.6% |
| Admin fee / account holder | $20,498 | $8,049+154.7% | $9,451+116.9% | $6,918+196.3% |