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 | $90,571 | $34,934+159.3% | $56,411+60.6% | $74,495+21.6% |
| Participation rate | 13.7% | 32.8%-19.1pp | 52.5%-38.8pp | 67.2%-53.5pp |
| Annual return | 12.72% | 25.94%-13.2pp | 1701.33%-1688.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $606 | $1,170-48.3% | $1,952-69.0% | $4,346-86.1% |
| Admin fee / account holder | $1,654 | $2,364-30.0% | $2,829-41.5% | $1,942-14.8% |