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 | $197,894 | $60,124+229.1% | $90,404+118.9% | $79,858+147.8% |
| Participation rate | 5.6% | 65.0%-59.4pp | 72.7%-67.1pp | 69.6%-64.1pp |
| Annual return | 19.69% | 71.94%-52.3pp | 1293.02%-1273.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $445 | $2,068-78.5% | $3,262-86.3% | $2,471-82.0% |
| Participant deferral / active EE | $917 | $2,938-68.8% | $3,963-76.9% | $3,740-75.5% |
| Admin fee / account holder | $11,200 | $3,976+181.7% | $5,611+99.6% | $5,306+111.1% |