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 | $110,358 | $65,561+68.3% | $86,188+28.0% | $75,163+46.8% |
| Participation rate | 52.4% | 60.5%-8.1pp | 69.0%-16.6pp | 67.2%-14.8pp |
| Annual return | 15.99% | 46.05%-30.1pp | 1168.45%-1152.5pp | 160.62%-144.6pp |
| Employer contribution / active EE | $958 | $1,553-38.3% | $2,380-59.8% | $2,670-64.1% |
| Participant deferral / active EE | $2,652 | $3,024-12.3% | $3,985-33.4% | $4,125-35.7% |
| Admin fee / account holder | $869 | $5,474-84.1% | $6,852-87.3% | $5,651-84.6% |