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 | $139,757 | $70,606+97.9% | $53,898+159.3% | $142,382-1.8% |
| Participation rate | 27.3% | 63.7%-36.4pp | 55.0%-27.7pp | 80.1%-52.8pp |
| Annual return | 15.22% | 619.81%-604.6pp | 528.60%-513.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $490 | $1,202-59.3% | $932-47.5% | $4,299-88.6% |
| Participant deferral / active EE | $3,215 | $2,364+36.0% | $1,826+76.0% | $6,507-50.6% |
| Admin fee / account holder | $166,707 | $2,852+5746.0% | $2,491+6592.9% | $12,624+1220.6% |