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 | $130,356 | $39,019+234.1% | $80,716+61.5% | $85,850+51.8% |
| Participation rate | 22.2% | 41.5%-19.3pp | 54.2%-31.9pp | 69.3%-47.1pp |
| Annual return | 15.38% | 26.27%-10.9pp | 87.28%-71.9pp | 318.53%-303.2pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,384 | $1,326+4.4% | $2,146-35.5% | $3,952-65.0% |
| Admin fee / account holder | $4,335 | $2,431+78.3% | $3,380+28.3% | $6,260-30.8% |