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 | $115,257 | $49,173+134.4% | $121,098-4.8% | $75,163+53.3% |
| Participation rate | 19.2% | 55.4%-36.2pp | 69.5%-50.3pp | 67.2%-48.0pp |
| Annual return | 17.63% | 55.99%-38.4pp | 985.75%-968.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $675 | $1,546-56.3% | $4,164-83.8% | $2,670-74.7% |
| Participant deferral / active EE | $16,007 | $2,628+509.2% | $4,080+292.4% | $4,125+288.0% |
| Admin fee / account holder | $3,928 | $3,942-0.4% | $5,644-30.4% | $5,651-30.5% |