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 | $161,494 | $105,126+53.6% | $94,646+70.6% | $139,434+15.8% |
| Participation rate | 47.1% | 82.4%-35.3pp | 80.8%-33.8pp | 80.3%-33.3pp |
| Annual return | 15.82% | 38.03%-22.2pp | 156.71%-140.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,648 | $7,599-38.8% | $7,418-37.3% | $6,710-30.7% |
| Admin fee / account holder | $61,456 | $8,984+584.1% | $7,231+749.9% | $11,403+439.0% |