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 | $114,057 | $58,208+95.9% | $81,812+39.4% | $80,856+41.1% |
| Participation rate | 41.1% | 63.4%-22.3pp | 72.3%-31.3pp | 67.6%-26.6pp |
| Annual return | 11.16% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,926 | $2,340-17.7% | $2,912-33.9% | $2,755-30.1% |
| Participant deferral / active EE | $4,549 | $3,281+38.6% | $4,319+5.3% | $4,296+5.9% |
| Admin fee / account holder | $38,055 | $4,981+664.0% | $7,386+415.2% | $6,918+450.1% |