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 | $134,560 | $49,922+169.5% | $80,569+67.0% | $75,163+79.0% |
| Participation rate | 10.6% | 55.3%-44.7pp | 67.0%-56.4pp | 67.2%-56.6pp |
| Annual return | 15.22% | 34.69%-19.5pp | 935.43%-920.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $452 | $1,698-73.4% | $2,723-83.4% | $2,670-83.1% |
| Participant deferral / active EE | $1,053 | $2,990-64.8% | $4,447-76.3% | $4,125-74.5% |
| Admin fee / account holder | $8,054 | $3,577+125.2% | $5,377+49.8% | $5,651+42.5% |