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 | $124,657 | $63,346+96.8% | $92,233+35.2% | $70,131+77.7% |
| Participation rate | 51.0% | 68.7%-17.7pp | 76.5%-25.5pp | 69.5%-18.6pp |
| Annual return | 17.15% | 530.12%-513.0pp | 176.28%-159.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,739 | $2,471+10.8% | $3,679-25.6% | $2,342+16.9% |
| Participant deferral / active EE | $4,239 | $2,854+48.5% | $3,897+8.8% | $3,332+27.2% |
| Admin fee / account holder | $850 | $3,840-77.9% | $5,194-83.6% | $4,645-81.7% |