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 | $103,314 | $108,642-4.9% | $74,701+38.3% | $152,861-32.4% |
| Participation rate | 21.4% | 65.3%-43.9pp | 54.5%-33.0pp | 82.4%-61.0pp |
| Annual return | 22.07% | 114.06%-92.0pp | 752.92%-730.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $388 | $1,503-74.2% | $1,084-64.2% | $4,762-91.8% |
| Participant deferral / active EE | $453 | $2,712-83.3% | $1,964-77.0% | $5,850-92.3% |
| Admin fee / account holder | $2,314 | $4,902-52.8% | $3,333-30.6% | $11,596-80.0% |