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 | $157,483 | $34,308+359.0% | $74,701+110.8% | $72,985+115.8% |
| Participation rate | 17.9% | 42.4%-24.5pp | 54.5%-36.6pp | 69.5%-51.6pp |
| Annual return | 23.28% | 26.58%-3.3pp | 752.92%-729.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,731 | $1,271+36.1% | $1,964-11.9% | $3,607-52.0% |
| Admin fee / account holder | $1,918 | $2,124-9.7% | $3,333-42.5% | $5,124-62.6% |