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 | $158,584 | $41,078+286.1% | $80,569+96.8% | $71,457+121.9% |
| Participation rate | 11.7% | 50.2%-38.5pp | 67.0%-55.3pp | 67.9%-56.2pp |
| Annual return | 17.82% | 38.45%-20.6pp | 935.43%-917.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $493 | $1,506-67.2% | $2,723-81.9% | $2,588-80.9% |
| Participant deferral / active EE | $1,139 | $2,699-57.8% | $4,447-74.4% | $4,289-73.4% |
| Admin fee / account holder | $10,685 | $1,840+480.5% | $5,377+98.7% | $1,587+573.1% |