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 | $144,980 | $65,241+122.2% | $126,539+14.6% | $85,563+69.4% |
| Participation rate | 22.2% | 48.6%-26.4pp | 69.8%-47.6pp | 66.0%-43.7pp |
| Annual return | 17.76% | 42.19%-24.4pp | 425.95%-408.2pp | 31.51%-13.8pp |
| Employer contribution / active EE | $741 | $1,937-61.8% | $3,674-79.8% | $2,654-72.1% |
| Participant deferral / active EE | $1,704 | $3,032-43.8% | $4,083-58.3% | $4,375-61.1% |
| Admin fee / account holder | $1,620 | $1,031+57.2% | $6,065-73.3% | $834+94.3% |