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 | $224,534 | $102,317+119.4% | $146,958+52.8% | $80,856+177.7% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.2%-50.2pp | 67.6%-35.6pp |
| Annual return | 13.14% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,387 | $3,713-62.6% | $4,933-71.9% | $2,755-49.6% |
| Participant deferral / active EE | $3,684 | $6,644-44.6% | $8,070-54.4% | $4,296-14.2% |
| Admin fee / account holder | $4,734 | $7,941-40.4% | $12,998-63.6% | $6,918-31.6% |