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 | $112,901 | $59,417+90.0% | $93,606+20.6% | $74,495+51.6% |
| Participation rate | 42.6% | 59.7%-17.0pp | 68.7%-26.1pp | 67.2%-24.6pp |
| Annual return | 15.96% | 81.83%-65.9pp | 133.20%-117.2pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $403 | $1,264-68.1% | $2,420-83.4% | $2,623-84.6% |
| Participant deferral / active EE | $1,701 | $3,050-44.2% | $4,411-61.4% | $4,346-60.9% |
| Admin fee / account holder | $29,424 | $3,021+873.9% | $8,285+255.2% | $1,942+1415.4% |