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 | $248,631 | $102,317+143.0% | $146,958+69.2% | $80,856+207.5% |
| Participation rate | 33.3% | 75.8%-42.5pp | 82.2%-48.8pp | 67.6%-34.3pp |
| Annual return | 20.82% | 134.76%-113.9pp | 418.34%-397.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $1,292 | $3,713-65.2% | $4,933-73.8% | $2,755-53.1% |
| Participant deferral / active EE | $4,121 | $6,644-38.0% | $8,070-48.9% | $4,296-4.1% |
| Admin fee / account holder | $830 | $7,941-89.6% | $12,998-93.6% | $6,918-88.0% |