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 7-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 | $201,042 | $70,606+184.7% | $53,898+273.0% | $142,382+41.2% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 19.05% | 619.81%-600.8pp | 528.60%-509.6pp | 217.08%-198.0pp |
| Employer contribution / active EE | $359 | $1,202-70.2% | $932-61.5% | $4,299-91.7% |
| Participant deferral / active EE | $3,390 | $2,364+43.4% | $1,826+85.7% | $6,507-47.9% |
| Admin fee / account holder | $384 | $2,852-86.5% | $2,491-84.6% | $12,624-97.0% |