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 | $107,116 | $58,234+83.9% | $81,783+31.0% | $80,874+32.4% |
| Participation rate | 29.0% | 63.4%-34.5pp | 72.4%-43.4pp | 67.6%-38.7pp |
| Annual return | 12.69% | 41.70%-29.0pp | 775.05%-762.4pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,126 | $2,341-51.9% | $2,913-61.3% | $2,756-59.1% |
| Participant deferral / active EE | $2,723 | $3,283-17.1% | $4,320-37.0% | $4,297-36.6% |
| Admin fee / account holder | $857 | $4,982-82.8% | $7,380-88.4% | $6,935-87.6% |