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 8-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 | $164,441 | $55,415+196.7% | $155,509+5.7% | $74,495+120.7% |
| Participation rate | 15.2% | 61.9%-46.7pp | 78.2%-62.9pp | 67.2%-52.0pp |
| Annual return | 18.55% | 268.50%-249.9pp | 64.67%-46.1pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $393 | $2,267-82.7% | $4,672-91.6% | $2,623-85.0% |
| Participant deferral / active EE | $918 | $2,836-67.6% | $5,626-83.7% | $4,346-78.9% |
| Admin fee / account holder | $22,050 | $1,738+1168.5% | $15,912+38.6% | $1,942+1035.6% |