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 | $150,168 | $54,701+174.5% | $86,188+74.2% | $71,457+110.2% |
| Participation rate | 36.8% | 60.1%-23.3pp | 69.0%-32.2pp | 67.9%-31.1pp |
| Annual return | 17.45% | 20.06%-2.6pp | 1168.45%-1151.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $784 | $1,265-38.1% | $2,380-67.1% | $2,588-69.7% |
| Participant deferral / active EE | $5,067 | $3,108+63.0% | $3,985+27.2% | $4,289+18.2% |
| Admin fee / account holder | $12,929 | $1,922+572.9% | $6,852+88.7% | $1,587+714.5% |