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 | $230,269 | $115,770+98.9% | $101,248+127.4% | $158,922+44.9% |
| Participation rate | 30.8% | 79.4%-48.6pp | 75.8%-45.0pp | 82.0%-51.2pp |
| Annual return | 15.50% | 56.14%-40.6pp | 46.47%-31.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $817 | $4,175-80.4% | $3,660-77.7% | $4,761-82.8% |
| Participant deferral / active EE | $2,793 | $4,957-43.7% | $4,370-36.1% | $5,982-53.3% |
| Admin fee / account holder | $27,616 | $7,245+281.2% | $5,945+364.5% | $11,246+145.6% |