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 8-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 | $138,086 | $27,915+394.7% | $58,482+136.1% | $75,163+83.7% |
| Participation rate | 9.8% | 38.8%-29.1pp | 50.9%-41.1pp | 67.2%-57.4pp |
| Annual return | 17.46% | 44.20%-26.7pp | 4239.32%-4221.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $565 | $669-15.6% | $1,053-46.4% | $2,670-78.9% |
| Participant deferral / active EE | $688 | $1,201-42.7% | $1,924-64.2% | $4,125-83.3% |
| Admin fee / account holder | $422 | $1,726-75.6% | $2,516-83.2% | $5,651-92.5% |