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 | $120,056 | $96,305+24.7% | $80,569+49.0% | $139,434-13.9% |
| Participation rate | 43.8% | 73.6%-29.9pp | 67.0%-23.2pp | 80.3%-36.6pp |
| Annual return | 17.60% | 1350.08%-1332.5pp | 935.43%-917.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,497 | $3,262-54.1% | $2,723-45.0% | $4,751-68.5% |
| Participant deferral / active EE | $3,917 | $5,232-25.1% | $4,447-11.9% | $6,710-41.6% |
| Admin fee / account holder | $6,533 | $6,599-1.0% | $5,377+21.5% | $11,403-42.7% |