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 | $87,183 | $45,566+91.3% | $64,105+36.0% | $59,632+46.2% |
| Participation rate | 58.3% | 60.2%-1.8pp | 68.2%-9.8pp | 68.7%-10.3pp |
| Annual return | 1.19% | 4.95%-3.8pp | 791.24%-790.0pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $492 | $934-47.3% | $1,820-73.0% | $2,203-77.7% |
| Participant deferral / active EE | $3,172 | $2,057+54.2% | $2,822+12.4% | $3,192-0.6% |
| Admin fee / account holder | $10,836 | $3,268+231.6% | $4,499+140.8% | $4,297+152.2% |