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 | $162,202 | $74,888+116.6% | $71,209+127.8% | $142,382+13.9% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.1%-63.5pp |
| Annual return | 15.85% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $552 | $2,854-80.6% | $2,721-79.7% | $4,299-87.2% |
| Participant deferral / active EE | $1,415 | $4,454-68.2% | $4,175-66.1% | $6,507-78.3% |
| Admin fee / account holder | $371 | $5,568-93.3% | $5,349-93.1% | $12,624-97.1% |