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 | $230,690 | $124,319+85.6% | $111,297+107.3% | $167,490+37.7% |
| Participation rate | 61.5% | 79.6%-18.1pp | 77.3%-15.8pp | 82.1%-20.6pp |
| Annual return | 13.41% | 37.44%-24.0pp | 54.65%-41.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,294 | $3,435-62.3% | $2,731-52.6% | $4,837-73.2% |
| Participant deferral / active EE | $3,818 | $5,180-26.3% | $4,487-14.9% | $6,341-39.8% |
| Admin fee / account holder | $92,777 | $10,618+773.8% | $7,964+1065.0% | $12,309+653.7% |