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 | $173,840 | $27,915+522.7% | $58,482+197.3% | $75,163+131.3% |
| Participation rate | 27.3% | 38.8%-11.6pp | 50.9%-23.6pp | 67.2%-39.9pp |
| Annual return | 20.75% | 44.20%-23.5pp | 4239.32%-4218.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $588 | $669-12.1% | $1,053-44.2% | $2,670-78.0% |
| Participant deferral / active EE | $2,229 | $1,201+85.6% | $1,924+15.9% | $4,125-46.0% |
| Admin fee / account holder | $4,805 | $1,726+178.5% | $2,516+91.0% | $5,651-15.0% |