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 | $111,634 | $54,517+104.8% | $75,972+46.9% | $74,495+49.9% |
| Participation rate | 26.9% | 60.3%-33.4pp | 69.1%-42.2pp | 67.2%-40.3pp |
| Annual return | 13.65% | 31.82%-18.2pp | 359.55%-345.9pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $585 | $1,777-67.1% | $2,685-78.2% | $2,623-77.7% |
| Participant deferral / active EE | $2,778 | $3,066-9.4% | $4,255-34.7% | $4,346-36.1% |
| Admin fee / account holder | $3,965 | $2,229+77.9% | $6,467-38.7% | $1,942+104.2% |