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 | $181,490 | $29,660+511.9% | $56,411+221.7% | $80,856+124.5% |
| Participation rate | 9.5% | 41.6%-32.2pp | 52.5%-43.0pp | 67.6%-58.2pp |
| Annual return | 12.44% | 35.23%-22.8pp | 1701.33%-1688.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,153 | $669+72.2% | $1,039+11.0% | $2,755-58.2% |
| Participant deferral / active EE | $851 | $1,226-30.6% | $1,952-56.4% | $4,296-80.2% |
| Admin fee / account holder | $7,558 | $2,428+211.3% | $2,829+167.2% | $6,918+9.3% |