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 | $165,160 | $110,257+49.8% | $96,544+71.1% | $139,434+18.5% |
| Participation rate | 13.3% | 78.1%-64.8pp | 76.0%-62.6pp | 80.3%-67.0pp |
| Annual return | 10.51% | 26.32%-15.8pp | 25.84%-15.3pp | 372.94%-362.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,844 | $5,548-66.8% | $4,851-62.0% | $6,710-72.5% |
| Admin fee / account holder | $18,685 | $11,591+61.2% | $8,252+126.4% | $11,403+63.9% |