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 | $103,863 | $79,171+31.2% | $102,423+1.4% | $74,495+39.4% |
| Participation rate | 51.5% | 74.8%-23.3pp | 76.5%-25.0pp | 67.2%-15.7pp |
| Annual return | 20.27% | 54.93%-34.7pp | 29.32%-9.1pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $1,093 | $2,362-53.8% | $3,023-63.9% | $2,623-58.3% |
| Participant deferral / active EE | $3,096 | $4,415-29.9% | $5,053-38.7% | $4,346-28.8% |
| Admin fee / account holder | $5,343 | $2,001+167.0% | $9,451-43.5% | $1,942+175.2% |