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 | $77,523+110.9% | $100,383+62.9% | $80,874+102.2% |
| Participation rate | 50.0% | 77.0%-27.0pp | 81.5%-31.5pp | 67.6%-17.6pp |
| Annual return | 12.79% | 37.21%-24.4pp | 49.26%-36.5pp | 35.62%-22.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,277 | $6,822-8.0% | $8,086-22.4% | $4,297+46.1% |
| Admin fee / account holder | $14,094 | $5,899+138.9% | $7,900+78.4% | $6,935+103.2% |