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 | $188,336 | $31,310+501.5% | $53,898+249.4% | $74,304+153.5% |
| Participation rate | 19.3% | 30.7%-11.4pp | 55.0%-35.7pp | 60.3%-41.1pp |
| Annual return | 14.77% | 23.16%-8.4pp | 528.60%-513.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $398 | $450-11.4% | $932-57.3% | $2,241-82.2% |
| Participant deferral / active EE | $1,572 | $934+68.3% | $1,826-13.9% | $3,767-58.3% |
| Admin fee / account holder | $2,837 | $2,175+30.4% | $2,491+13.9% | $2,969-4.4% |