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 | $138,466 | $59,417+133.0% | $93,606+47.9% | $74,495+85.9% |
| Participation rate | 42.5% | 59.7%-17.2pp | 68.7%-26.3pp | 67.2%-24.7pp |
| Annual return | 12.41% | 81.83%-69.4pp | 133.20%-120.8pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,058 | $1,264+62.9% | $2,420-14.9% | $2,623-21.5% |
| Participant deferral / active EE | $4,039 | $3,050+32.4% | $4,411-8.4% | $4,346-7.1% |
| Admin fee / account holder | $7,343 | $3,021+143.0% | $8,285-11.4% | $1,942+278.2% |