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 | $195,068 | $88,751+119.8% | $81,812+138.4% | $145,922+33.7% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.3%-18.5pp | 80.3%-26.4pp |
| Annual return | 14.69% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,798 | $3,083-41.7% | $2,912-38.3% | $4,660-61.4% |
| Participant deferral / active EE | $4,684 | $4,643+0.9% | $4,319+8.5% | $6,688-30.0% |
| Admin fee / account holder | $1,202 | $8,415-85.7% | $7,386-83.7% | $13,397-91.0% |