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 | $77,487 | $27,915+177.6% | $58,482+32.5% | $75,163+3.1% |
| Participation rate | 25.0% | 38.8%-13.8pp | 50.9%-25.9pp | 67.2%-42.2pp |
| Annual return | 17.52% | 44.20%-26.7pp | 4239.32%-4221.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,021 | $1,201+68.2% | $1,924+5.0% | $4,125-51.0% |
| Admin fee / account holder | $4,487 | $1,726+160.0% | $2,516+78.3% | $5,651-20.6% |