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 | $175,837 | $63,764+175.8% | $81,930+114.6% | $79,858+120.2% |
| Participation rate | 64.3% | 67.5%-3.2pp | 72.0%-7.7pp | 69.6%-5.3pp |
| Annual return | 20.77% | 22.66%-1.9pp | 29.49%-8.7pp | 31.71%-10.9pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,957 | $2,780+78.3% | $7,107-30.3% | $3,740+32.5% |
| Admin fee / account holder | $27,633 | $4,426+524.3% | $5,158+435.7% | $5,306+420.8% |