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 | $134,737 | $29,660+354.3% | $56,411+138.8% | $80,856+66.6% |
| Participation rate | 4.5% | 41.6%-37.1pp | 52.5%-47.9pp | 67.6%-63.1pp |
| Annual return | 13.81% | 35.23%-21.4pp | 1701.33%-1687.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $432 | $669-35.4% | $1,039-58.4% | $2,755-84.3% |
| Participant deferral / active EE | $832 | $1,226-32.1% | $1,952-57.4% | $4,296-80.6% |
| Admin fee / account holder | $31,853 | $2,428+1212.2% | $2,829+1026.0% | $6,918+360.4% |