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 | $152,857 | $108,172+41.3% | $77,482+97.3% | $158,922-3.8% |
| Participation rate | 7.1% | 64.4%-57.3pp | 54.2%-47.0pp | 82.0%-74.8pp |
| Annual return | 18.57% | 31.67%-13.1pp | 54.79%-36.2pp | 302.83%-284.3pp |
| Employer contribution / active EE | $274 | $1,325-79.3% | $986-72.2% | $4,761-94.2% |
| Participant deferral / active EE | $686 | $2,456-72.1% | $1,861-63.2% | $5,982-88.5% |
| Admin fee / account holder | $2,287 | $3,708-38.3% | $2,858-20.0% | $11,246-79.7% |