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 | $154,499 | $110,502+39.8% | $80,716+91.4% | $167,490-7.8% |
| Participation rate | 17.6% | 64.0%-46.3pp | 54.2%-36.5pp | 82.1%-64.5pp |
| Annual return | 14.60% | 120.54%-105.9pp | 87.28%-72.7pp | 478.56%-464.0pp |
| Employer contribution / active EE | $454 | $1,543-70.6% | $1,160-60.9% | $4,837-90.6% |
| Participant deferral / active EE | $2,190 | $2,871-23.7% | $2,146+2.1% | $6,341-65.5% |
| Admin fee / account holder | $9,841 | $4,545+116.5% | $3,380+191.2% | $12,309-20.1% |