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 | $146,622 | $27,915+425.2% | $58,482+150.7% | $75,163+95.1% |
| Participation rate | 17.5% | 38.8%-21.3pp | 50.9%-33.3pp | 67.2%-49.7pp |
| Annual return | 17.02% | 44.20%-27.2pp | 4239.32%-4222.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,342 | $1,201+11.7% | $1,924-30.2% | $4,125-67.5% |
| Admin fee / account holder | $8,291 | $1,726+380.5% | $2,516+229.5% | $5,651+46.7% |