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 | $246,811 | $117,841+109.4% | $102,423+141.0% | $145,922+69.1% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 8.62% | 31.65%-23.0pp | 29.32%-20.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,614 | $3,615-55.3% | $3,023-46.6% | $4,660-65.4% |
| Participant deferral / active EE | $8,773 | $5,731+53.1% | $5,053+73.6% | $6,688+31.2% |
| Admin fee / account holder | $84,113 | $13,326+531.2% | $9,451+790.0% | $13,397+527.9% |