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 | $125,611 | $65,561+91.6% | $86,188+45.7% | $75,163+67.1% |
| Participation rate | 53.7% | 60.5%-6.8pp | 69.0%-15.3pp | 67.2%-13.5pp |
| Annual return | 17.67% | 46.05%-28.4pp | 1168.45%-1150.8pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,206 | $1,553-22.3% | $2,380-49.3% | $2,670-54.8% |
| Participant deferral / active EE | $4,825 | $3,024+59.6% | $3,985+21.1% | $4,125+17.0% |
| Admin fee / account holder | $22,061 | $5,474+303.0% | $6,852+222.0% | $5,651+290.4% |