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 | $159,199 | $34,934+355.7% | $56,411+182.2% | $74,495+113.7% |
| Participation rate | 18.3% | 32.8%-14.6pp | 52.5%-34.2pp | 67.2%-48.9pp |
| Annual return | 10.96% | 25.94%-15.0pp | 1701.33%-1690.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $383 | $609-37.2% | $1,039-63.2% | $2,623-85.4% |
| Participant deferral / active EE | $1,870 | $1,170+59.8% | $1,952-4.2% | $4,346-57.0% |
| Admin fee / account holder | $1,613 | $2,364-31.8% | $2,829-43.0% | $1,942-16.9% |