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 | $85,743 | $27,915+207.2% | $58,482+46.6% | $75,163+14.1% |
| Participation rate | 22.4% | 38.8%-16.4pp | 50.9%-28.4pp | 67.2%-44.7pp |
| Annual return | 16.00% | 44.20%-28.2pp | 4239.32%-4223.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $139 | $669-79.3% | $1,053-86.8% | $2,670-94.8% |
| Participant deferral / active EE | $1,385 | $1,201+15.3% | $1,924-28.0% | $4,125-66.4% |
| Admin fee / account holder | $12,116 | $1,726+602.1% | $2,516+381.6% | $5,651+114.4% |