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 | $161,382 | $70,606+128.6% | $53,898+199.4% | $142,382+13.3% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 19.14% | 619.81%-600.7pp | 528.60%-509.5pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,559 | $1,202+29.7% | $932+67.3% | $4,299-63.7% |
| Participant deferral / active EE | $739 | $2,364-68.7% | $1,826-59.5% | $6,507-88.6% |
| Admin fee / account holder | $966 | $2,852-66.1% | $2,491-61.2% | $12,624-92.3% |