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 | $243,449 | $133,958+81.7% | $112,228+116.9% | $134,475+81.0% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.1%-16.2pp | 81.2%-22.4pp |
| Annual return | 4.54% | 47.11%-42.6pp | 27.45%-22.9pp | 417.96%-413.4pp |
| Employer contribution / active EE | $1,976 | $4,038-51.1% | $3,635-45.6% | $4,740-58.3% |
| Participant deferral / active EE | $4,052 | $5,291-23.4% | $4,728-14.3% | $6,400-36.7% |
| Admin fee / account holder | $24,692 | $7,489+229.7% | $6,410+285.2% | $11,426+116.1% |