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 | $186,882 | $144,119+29.7% | $117,854+58.6% | $147,584+26.6% |
| Participation rate | 26.7% | 83.4%-56.8pp | 79.7%-53.0pp | 82.8%-56.2pp |
| Annual return | 8.87% | 531.15%-522.3pp | 335.08%-326.2pp | 578.55%-569.7pp |
| Employer contribution / active EE | $965 | $4,896-80.3% | $3,786-74.5% | $4,876-80.2% |
| Participant deferral / active EE | $2,226 | $5,316-58.1% | $4,482-50.3% | $5,439-59.1% |
| Admin fee / account holder | $120,279 | $10,886+1004.9% | $8,020+1399.7% | $10,885+1005.0% |