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 | $233,784 | $70,606+231.1% | $53,898+333.8% | $142,382+64.2% |
| Participation rate | 16.7% | 63.7%-47.0pp | 55.0%-38.3pp | 80.1%-63.5pp |
| Annual return | 16.38% | 619.81%-603.4pp | 528.60%-512.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $390 | $1,202-67.6% | $932-58.2% | $4,299-90.9% |
| Participant deferral / active EE | $433 | $2,364-81.7% | $1,826-76.3% | $6,507-93.3% |
| Admin fee / account holder | $1,578 | $2,852-44.7% | $2,491-36.6% | $12,624-87.5% |