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 | $173,392 | $73,515+135.9% | $62,995+175.2% | $147,584+17.5% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 18.24% | 175.43%-157.2pp | 87.57%-69.3pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,469 | $3,320-55.8% | $2,759-46.8% | $4,876-69.9% |
| Participant deferral / active EE | $1,836 | $4,185-56.1% | $3,329-44.8% | $5,439-66.2% |
| Admin fee / account holder | $7,624 | $5,953+28.1% | $3,600+111.8% | $10,885-30.0% |