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 | $220,271 | $78,705+179.9% | $117,854+86.9% | $70,131+214.1% |
| Participation rate | 11.5% | 73.2%-61.7pp | 79.7%-68.1pp | 69.5%-58.0pp |
| Annual return | 13.34% | 23.30%-10.0pp | 335.08%-321.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,024 | $2,223-53.9% | $3,786-72.9% | $2,342-56.3% |
| Participant deferral / active EE | $2,082 | $3,297-36.8% | $4,482-53.5% | $3,332-37.5% |
| Admin fee / account holder | $55,691 | $5,065+999.5% | $8,020+594.4% | $4,645+1098.9% |