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 | $163,487 | $77,503+110.9% | $100,391+62.9% | $80,856+102.2% |
| Participation rate | 50.0% | 76.9%-26.9pp | 81.5%-31.5pp | 67.6%-17.6pp |
| Annual return | 12.79% | 37.20%-24.4pp | 49.20%-36.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,277 | $6,820-8.0% | $8,082-22.3% | $4,296+46.1% |
| Admin fee / account holder | $14,094 | $5,897+139.0% | $7,899+78.4% | $6,918+103.7% |