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 | $205,855 | $102,317+101.2% | $146,958+40.1% | $80,856+154.6% |
| Participation rate | 55.7% | 75.8%-20.1pp | 82.2%-26.4pp | 67.6%-11.9pp |
| Annual return | 14.13% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,626 | $3,713-56.2% | $4,933-67.0% | $2,755-41.0% |
| Participant deferral / active EE | $3,457 | $6,644-48.0% | $8,070-57.2% | $4,296-19.5% |
| Admin fee / account holder | $9,608 | $7,941+21.0% | $12,998-26.1% | $6,918+38.9% |