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 | $232,760 | $176,377+32.0% | $134,143+73.5% | $158,922+46.5% |
| Participation rate | 26.7% | 78.7%-52.0pp | 72.2%-45.5pp | 82.0%-55.3pp |
| Annual return | 7.87% | 63.63%-55.8pp | 36.33%-28.5pp | 302.83%-295.0pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,240 | $4,091+28.1% | $3,499+49.8% | $5,982-12.4% |
| Admin fee / account holder | $163,329 | $8,718+1773.5% | $6,684+2343.5% | $11,246+1352.4% |