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 | $239,369 | $49,173+386.8% | $121,098+97.7% | $75,163+218.5% |
| Participation rate | 30.9% | 55.4%-24.5pp | 69.5%-38.6pp | 67.2%-36.3pp |
| Annual return | 69.38% | 55.99%+13.4pp | 985.75%-916.4pp | 160.62%-91.2pp |
| Employer contribution / active EE | $520 | $1,546-66.3% | $4,164-87.5% | $2,670-80.5% |
| Participant deferral / active EE | $1,782 | $2,628-32.2% | $4,080-56.3% | $4,125-56.8% |
| Admin fee / account holder | $10,134 | $3,942+157.1% | $5,644+79.5% | $5,651+79.3% |