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 | $143,505 | $67,823+111.6% | $52,425+173.7% | $137,256+4.6% |
| Participation rate | 10.0% | 63.9%-53.9pp | 55.6%-45.6pp | 80.0%-70.0pp |
| Annual return | 16.40% | 219.11%-202.7pp | 302.12%-285.7pp | 220.34%-203.9pp |
| Employer contribution / active EE | $314 | $1,163-73.0% | $914-65.7% | $4,156-92.5% |
| Participant deferral / active EE | $1,434 | $2,288-37.3% | $1,790-19.9% | $6,407-77.6% |
| Admin fee / account holder | $511 | $2,844-82.0% | $2,495-79.5% | $12,270-95.8% |