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 | $148,533 | $90,600+63.9% | $79,464+86.9% | $135,375+9.7% |
| Participation rate | 11.1% | 76.0%-64.9pp | 73.3%-62.2pp | 82.6%-71.5pp |
| Annual return | -8.55% | 977.43%-986.0pp | 718.14%-726.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $614 | $3,068-80.0% | $2,800-78.1% | $4,779-87.2% |
| Participant deferral / active EE | $1,607 | $4,050-60.3% | $3,704-56.6% | $5,609-71.3% |
| Admin fee / account holder | $3,496 | $5,907-40.8% | $5,113-31.6% | $10,827-67.7% |