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 | $155,174 | $85,766+80.9% | $136,294+13.9% | $70,131+121.3% |
| Participation rate | 59.4% | 74.2%-14.7pp | 81.9%-22.5pp | 69.5%-10.1pp |
| Annual return | 20.39% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,558 | $5,051+10.0% | $6,247-11.0% | $3,332+66.8% |
| Admin fee / account holder | $1,468 | $5,420-72.9% | $9,243-84.1% | $4,645-68.4% |