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 | $109,840 | $30,400+261.3% | $53,898+103.8% | $84,808+29.5% |
| Participation rate | 43.2% | 46.4%-3.2pp | 55.0%-11.7pp | 68.3%-25.1pp |
| Annual return | 16.96% | 500.19%-483.2pp | 528.60%-511.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,115 | $603+85.0% | $932+19.6% | $2,631-57.6% |
| Participant deferral / active EE | $4,205 | $1,199+250.8% | $1,826+130.2% | $4,212-0.2% |
| Admin fee / account holder | $2,874 | $1,993+44.2% | $2,491+15.4% | $7,344-60.9% |