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 | $198,952 | $102,966+93.2% | $90,281+120.4% | $152,861+30.2% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 15.47% | 95.16%-79.7pp | 78.10%-62.6pp | 345.32%-329.8pp |
| Employer contribution / active EE | $231 | $3,139-92.7% | $2,854-91.9% | $4,762-95.2% |
| Participant deferral / active EE | $2,563 | $4,281-40.1% | $3,885-34.0% | $5,850-56.2% |
| Admin fee / account holder | $119,116 | $6,171+1830.4% | $5,351+2126.0% | $11,596+927.2% |