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 | $107,652 | $34,934+208.2% | $56,411+90.8% | $74,495+44.5% |
| Participation rate | 5.7% | 32.8%-27.1pp | 52.5%-46.8pp | 67.2%-61.5pp |
| Annual return | 16.41% | 25.94%-9.5pp | 1701.33%-1684.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $128 | $609-79.0% | $1,039-87.7% | $2,623-95.1% |
| Participant deferral / active EE | $1,150 | $1,170-1.8% | $1,952-41.1% | $4,346-73.5% |
| Admin fee / account holder | $80,626 | $2,364+3310.9% | $2,829+2750.2% | $1,942+4052.3% |