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 | $138,975 | $105,998+31.1% | $92,233+50.7% | $147,584-5.8% |
| Participation rate | 31.8% | 80.4%-48.6pp | 76.5%-44.7pp | 82.8%-51.0pp |
| Annual return | 24.64% | 50.05%-25.4pp | 176.28%-151.6pp | 578.55%-553.9pp |
| Employer contribution / active EE | $818 | $4,333-81.1% | $3,679-77.8% | $4,876-83.2% |
| Participant deferral / active EE | $1,927 | $4,478-57.0% | $3,897-50.5% | $5,439-64.6% |
| Admin fee / account holder | $14,474 | $6,332+128.6% | $5,194+178.7% | $10,885+33.0% |