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 | $187,491 | $85,022+120.5% | $70,515+165.9% | $139,434+34.5% |
| Participation rate | 55.6% | 73.9%-18.4pp | 68.3%-12.8pp | 80.3%-24.8pp |
| Annual return | 25.25% | 30.38%-5.1pp | 32.77%-7.5pp | 372.94%-347.7pp |
| Employer contribution / active EE | $623 | $3,909-84.1% | $2,973-79.0% | $4,751-86.9% |
| Participant deferral / active EE | $1,557 | $5,890-73.6% | $4,567-65.9% | $6,710-76.8% |
| Admin fee / account holder | $32,853 | $8,906+268.9% | $6,412+412.4% | $11,403+188.1% |