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 | $139,223 | $34,308+305.8% | $74,701+86.4% | $72,985+90.8% |
| Participation rate | 11.4% | 42.4%-31.0pp | 54.5%-43.0pp | 69.5%-58.1pp |
| Annual return | 22.76% | 26.58%-3.8pp | 752.92%-730.2pp | 81.00%-58.2pp |
| Employer contribution / active EE | $308 | $692-55.5% | $1,084-71.6% | $2,440-87.4% |
| Participant deferral / active EE | $1,328 | $1,271+4.5% | $1,964-32.4% | $3,607-63.2% |
| Admin fee / account holder | $997 | $2,124-53.1% | $3,333-70.1% | $5,124-80.6% |