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 | $87,448 | $34,308+154.9% | $74,701+17.1% | $72,985+19.8% |
| Participation rate | 37.0% | 42.4%-5.4pp | 54.5%-17.4pp | 69.5%-32.4pp |
| Annual return | 18.42% | 26.58%-8.2pp | 752.92%-734.5pp | 81.00%-62.6pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $540 | $1,271-57.5% | $1,964-72.5% | $3,607-85.0% |
| Admin fee / account holder | $10,108 | $2,124+375.9% | $3,333+203.3% | $5,124+97.3% |