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 | $165,304 | $34,308+381.8% | $74,701+121.3% | $72,985+126.5% |
| Participation rate | 12.9% | 42.4%-29.5pp | 54.5%-41.5pp | 69.5%-56.5pp |
| Annual return | 19.04% | 26.58%-7.5pp | 752.92%-733.9pp | 81.00%-62.0pp |
| Employer contribution / active EE | $288 | $692-58.3% | $1,084-73.4% | $2,440-88.2% |
| Participant deferral / active EE | $1,443 | $1,271+13.5% | $1,964-26.5% | $3,607-60.0% |
| Admin fee / account holder | $4,886 | $2,124+130.0% | $3,333+46.6% | $5,124-4.7% |