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 | $150,806 | $70,756+113.1% | $65,493+130.3% | $142,382+5.9% |
| Participation rate | 58.8% | 77.4%-18.6pp | 73.1%-14.3pp | 80.1%-21.3pp |
| Annual return | 12.75% | 1754.89%-1742.1pp | 982.45%-969.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,015 | $2,881+39.4% | $2,574+56.0% | $4,299-6.6% |
| Participant deferral / active EE | $7,751 | $4,637+67.1% | $3,961+95.7% | $6,507+19.1% |
| Admin fee / account holder | $7,817 | $6,559+19.2% | $5,028+55.5% | $12,624-38.1% |