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 | $188,655 | $58,927+220.2% | $76,817+145.6% | $72,985+158.5% |
| Participation rate | 53.7% | 67.3%-13.7pp | 72.1%-18.4pp | 69.5%-15.8pp |
| Annual return | 20.29% | 2305.64%-2285.4pp | 1166.11%-1145.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,585 | $2,690+107.6% | $3,336+67.4% | $3,607+54.8% |
| Admin fee / account holder | $2,208 | $4,013-45.0% | $6,420-65.6% | $5,124-56.9% |