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 | $80,093 | $115,770-30.8% | $101,248-20.9% | $158,922-49.6% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 46.07% | 56.14%-10.1pp | 46.47%-0.4pp | 302.83%-256.8pp |
| Employer contribution / active EE | $8,196 | $4,175+96.3% | $3,660+124.0% | $4,761+72.1% |
| Participant deferral / active EE | $12,633 | $4,957+154.8% | $4,370+189.1% | $5,982+111.2% |
| Admin fee / account holder | $527 | $7,245-92.7% | $5,945-91.1% | $11,246-95.3% |