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 | $108,866 | $65,561+66.1% | $86,188+26.3% | $75,163+44.8% |
| Participation rate | 20.0% | 60.5%-40.5pp | 69.0%-49.0pp | 67.2%-47.2pp |
| Annual return | 22.48% | 46.05%-23.6pp | 1168.45%-1146.0pp | 160.62%-138.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,328 | $3,024-56.1% | $3,985-66.7% | $4,125-67.8% |
| Admin fee / account holder | $922 | $5,474-83.2% | $6,852-86.5% | $5,651-83.7% |