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 6-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 | $235,969 | $56,053+321.0% | $75,972+210.6% | $80,856+191.8% |
| Participation rate | 36.8% | 62.0%-25.3pp | 69.1%-32.3pp | 67.6%-30.9pp |
| Annual return | 21.92% | 20.53%+1.4pp | 359.55%-337.6pp | 35.59%-13.7pp |
| Employer contribution / active EE | $710 | $1,874-62.1% | $2,685-73.5% | $2,755-74.2% |
| Participant deferral / active EE | $1,023 | $3,052-66.5% | $4,255-76.0% | $4,296-76.2% |
| Admin fee / account holder | $58,153 | $5,234+1011.2% | $6,467+799.3% | $6,918+740.6% |