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 | $163,663 | $93,571+74.9% | $135,903+20.4% | $75,163+117.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 26.44% | 30.90%-4.5pp | 68.23%-41.8pp | 160.62%-134.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,223 | $6,404+59.6% | $7,758+31.8% | $4,125+147.8% |
| Admin fee / account holder | $15,400 | $6,975+120.8% | $10,762+43.1% | $5,651+172.5% |