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 | $169,489 | $41,078+312.6% | $80,569+110.4% | $71,457+137.2% |
| Participation rate | 11.2% | 50.2%-39.0pp | 67.0%-55.8pp | 67.9%-56.7pp |
| Annual return | 18.41% | 38.45%-20.0pp | 935.43%-917.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $442 | $1,506-70.7% | $2,723-83.8% | $2,588-82.9% |
| Participant deferral / active EE | $893 | $2,699-66.9% | $4,447-79.9% | $4,289-79.2% |
| Admin fee / account holder | $23,568 | $1,840+1180.5% | $5,377+338.3% | $1,587+1384.8% |