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 | $213,796 | $99,020+115.9% | $86,590+146.9% | $147,584+44.9% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 16.25% | 1312.34%-1296.1pp | 964.84%-948.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,322 | $3,132-57.8% | $2,839-53.4% | $4,876-72.9% |
| Participant deferral / active EE | $2,217 | $3,972-44.2% | $3,609-38.6% | $5,439-59.2% |
| Admin fee / account holder | $2,589 | $5,710-54.7% | $4,906-47.2% | $10,885-76.2% |