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 | $177,967 | $30,400+485.4% | $53,898+230.2% | $84,808+109.8% |
| Participation rate | 20.0% | 46.4%-26.4pp | 55.0%-35.0pp | 68.3%-48.3pp |
| Annual return | 15.07% | 500.19%-485.1pp | 528.60%-513.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $637 | $603+5.7% | $932-31.7% | $2,631-75.8% |
| Participant deferral / active EE | $872 | $1,199-27.3% | $1,826-52.3% | $4,212-79.3% |
| Admin fee / account holder | $6,199 | $1,993+211.0% | $2,491+148.9% | $7,344-15.6% |