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 | $171,939 | $78,672+118.6% | $109,143+57.5% | $85,850+100.3% |
| Participation rate | 46.4% | 68.3%-21.9pp | 75.9%-29.5pp | 69.3%-22.9pp |
| Annual return | 18.28% | 25.09%-6.8pp | 25.75%-7.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,587 | $3,467+32.3% | $4,653-1.4% | $3,952+16.1% |
| Admin fee / account holder | $6,465 | $5,469+18.2% | $6,752-4.2% | $6,260+3.3% |