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 | $190,903 | $56,114+240.2% | $96,139+98.6% | $85,850+122.4% |
| Participation rate | 42.9% | 56.7%-13.9pp | 68.4%-25.6pp | 69.3%-26.5pp |
| Annual return | 18.27% | 42.30%-24.0pp | 191.94%-173.7pp | 318.53%-300.3pp |
| Employer contribution / active EE | $952 | $1,620-41.2% | $2,797-66.0% | $2,565-62.9% |
| Participant deferral / active EE | $1,863 | $2,859-34.8% | $4,349-57.2% | $3,952-52.8% |
| Admin fee / account holder | $787 | $3,768-79.1% | $5,537-85.8% | $6,260-87.4% |