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 | $94,401 | $59,417+58.9% | $93,606+0.8% | $74,495+26.7% |
| Participation rate | 21.1% | 59.7%-38.6pp | 68.7%-47.7pp | 67.2%-46.1pp |
| Annual return | 15.95% | 81.83%-65.9pp | 133.20%-117.3pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $431 | $1,264-65.9% | $2,420-82.2% | $2,623-83.6% |
| Participant deferral / active EE | $1,607 | $3,050-47.3% | $4,411-63.6% | $4,346-63.0% |
| Admin fee / account holder | $18,614 | $3,021+516.1% | $8,285+124.7% | $1,942+858.7% |