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 | $125,061 | $65,561+90.8% | $86,188+45.1% | $75,163+66.4% |
| Participation rate | 47.6% | 60.5%-12.9pp | 69.0%-21.4pp | 67.2%-19.6pp |
| Annual return | 18.97% | 46.05%-27.1pp | 1168.45%-1149.5pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,277 | $1,553-17.7% | $2,380-46.3% | $2,670-52.2% |
| Participant deferral / active EE | $3,198 | $3,024+5.8% | $3,985-19.8% | $4,125-22.5% |
| Admin fee / account holder | $3,765 | $5,474-31.2% | $6,852-45.1% | $5,651-33.4% |