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 | $222,058 | $65,561+238.7% | $86,188+157.6% | $75,163+195.4% |
| Participation rate | 48.4% | 60.5%-12.1pp | 69.0%-20.6pp | 67.2%-18.8pp |
| Annual return | 15.26% | 46.05%-30.8pp | 1168.45%-1153.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $584 | $1,553-62.4% | $2,380-75.5% | $2,670-78.1% |
| Participant deferral / active EE | $4,372 | $3,024+44.6% | $3,985+9.7% | $4,125+6.0% |
| Admin fee / account holder | $30,068 | $5,474+449.3% | $6,852+338.8% | $5,651+432.1% |