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 | $119,817 | $65,561+82.8% | $86,188+39.0% | $75,163+59.4% |
| Participation rate | 23.5% | 60.5%-37.0pp | 69.0%-45.4pp | 67.2%-43.7pp |
| Annual return | 13.98% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.6pp |
| Employer contribution / active EE | $945 | $1,553-39.1% | $2,380-60.3% | $2,670-64.6% |
| Participant deferral / active EE | $1,822 | $3,024-39.8% | $3,985-54.3% | $4,125-55.8% |
| Admin fee / account holder | $1,046 | $5,474-80.9% | $6,852-84.7% | $5,651-81.5% |