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 | $204,394 | $27,915+632.2% | $58,482+249.5% | $75,163+171.9% |
| Participation rate | 24.4% | 38.8%-14.4pp | 50.9%-26.4pp | 67.2%-42.7pp |
| Annual return | 16.88% | 44.20%-27.3pp | 4239.32%-4222.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $443 | $669-33.9% | $1,053-58.0% | $2,670-83.4% |
| Participant deferral / active EE | $1,784 | $1,201+48.5% | $1,924-7.3% | $4,125-56.8% |
| Admin fee / account holder | $6,823 | $1,726+295.4% | $2,516+171.2% | $5,651+20.7% |