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 | $212,764 | $85,022+150.2% | $70,515+201.7% | $139,434+52.6% |
| Participation rate | 46.2% | 73.9%-27.8pp | 68.3%-22.2pp | 80.3%-34.2pp |
| Annual return | 13.74% | 30.38%-16.6pp | 32.77%-19.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,021 | $3,909-73.9% | $2,973-65.7% | $4,751-78.5% |
| Participant deferral / active EE | $3,414 | $5,890-42.0% | $4,567-25.2% | $6,710-49.1% |
| Admin fee / account holder | $67,277 | $8,906+655.4% | $6,412+949.2% | $11,403+490.0% |