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 | $218,611 | $79,171+176.1% | $102,423+113.4% | $74,495+193.5% |
| Participation rate | 30.6% | 74.8%-44.2pp | 76.5%-45.9pp | 67.2%-36.6pp |
| Annual return | 15.59% | 54.93%-39.3pp | 29.32%-13.7pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,663 | $4,415-39.7% | $5,053-47.3% | $4,346-38.7% |
| Admin fee / account holder | $7,197 | $2,001+259.7% | $9,451-23.8% | $1,942+270.6% |