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 | $136,570 | $79,171+72.5% | $102,423+33.3% | $74,495+83.3% |
| Participation rate | 67.0% | 74.8%-7.8pp | 76.5%-9.5pp | 67.2%-0.2pp |
| Annual return | 14.57% | 54.93%-40.4pp | 29.32%-14.7pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,722 | $2,362-27.1% | $3,023-43.0% | $2,623-34.3% |
| Participant deferral / active EE | $6,379 | $4,415+44.5% | $5,053+26.2% | $4,346+46.8% |
| Admin fee / account holder | $11,820 | $2,001+490.8% | $9,451+25.1% | $1,942+508.7% |