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 | $70,606+103.2% | $53,898+166.3% | $142,382+0.8% |
| Participation rate | 10.0% | 63.7%-53.7pp | 55.0%-45.0pp | 80.1%-70.1pp |
| Annual return | 16.40% | 619.81%-603.4pp | 528.60%-512.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $314 | $1,202-73.9% | $932-66.4% | $4,299-92.7% |
| Participant deferral / active EE | $1,434 | $2,364-39.3% | $1,826-21.5% | $6,507-78.0% |
| Admin fee / account holder | $511 | $2,852-82.1% | $2,491-79.5% | $12,624-96.0% |