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 | $110,118 | $60,124+83.2% | $90,404+21.8% | $79,858+37.9% |
| Participation rate | 42.2% | 65.0%-22.8pp | 72.7%-30.5pp | 69.6%-27.4pp |
| Annual return | 16.15% | 71.94%-55.8pp | 1293.02%-1276.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $323 | $2,068-84.4% | $3,262-90.1% | $2,471-86.9% |
| Participant deferral / active EE | $3,712 | $2,938+26.3% | $3,963-6.3% | $3,740-0.7% |
| Admin fee / account holder | $1,934 | $3,976-51.4% | $5,611-65.5% | $5,306-63.6% |