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 | $169,728 | $117,841+44.0% | $102,423+65.7% | $145,922+16.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 15.37% | 31.65%-16.3pp | 29.32%-14.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,198 | $3,615-66.9% | $3,023-60.4% | $4,660-74.3% |
| Participant deferral / active EE | $2,929 | $5,731-48.9% | $5,053-42.0% | $6,688-56.2% |
| Admin fee / account holder | $18,439 | $13,326+38.4% | $9,451+95.1% | $13,397+37.6% |