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 8-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 | $186,610 | $70,606+164.3% | $53,898+246.2% | $142,382+31.1% |
| Participation rate | 6.3% | 63.7%-57.5pp | 55.0%-48.7pp | 80.1%-73.9pp |
| Annual return | 11.59% | 619.81%-608.2pp | 528.60%-517.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $365 | $1,202-69.6% | $932-60.8% | $4,299-91.5% |
| Participant deferral / active EE | $1,038 | $2,364-56.1% | $1,826-43.1% | $6,507-84.0% |
| Admin fee / account holder | $5,082 | $2,852+78.2% | $2,491+104.0% | $12,624-59.7% |