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 | $103,826 | $61,272+69.5% | $149,673-30.6% | $71,457+45.3% |
| Participation rate | 49.3% | 62.5%-13.2pp | 78.8%-29.5pp | 67.9%-18.6pp |
| Annual return | 19.18% | 35.85%-16.7pp | 134.42%-115.2pp | 28.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,954 | $2,917+104.1% | $5,680+4.8% | $4,289+38.8% |
| Admin fee / account holder | $376 | $1,261-70.2% | $13,210-97.2% | $1,587-76.3% |