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 | $207,378 | $104,974+97.6% | $95,585+117.0% | $142,382+45.6% |
| Participation rate | 46.7% | 75.0%-28.3pp | 72.1%-25.4pp | 80.1%-33.5pp |
| Annual return | 20.33% | 210.33%-190.0pp | 38.56%-18.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,689 | $2,779-39.2% | $2,527-33.2% | $4,299-60.7% |
| Participant deferral / active EE | $2,241 | $4,352-48.5% | $4,023-44.3% | $6,507-65.6% |
| Admin fee / account holder | $2,256 | $6,386-64.7% | $6,127-63.2% | $12,624-82.1% |