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 | $170,225 | $111,814+52.2% | $103,374+64.7% | $145,959+16.6% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 24.74% | 24.77%0pp | 24.89%-0.2pp | 561.95%-537.2pp |
| Employer contribution / active EE | $9,226 | $4,214+119.0% | $3,869+138.4% | $4,661+97.9% |
| Participant deferral / active EE | $10,673 | $5,618+90.0% | $5,058+111.0% | $6,689+59.6% |
| Admin fee / account holder | $28,147 | $9,754+188.6% | $8,394+235.3% | $13,398+110.1% |