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 | $211,812 | $159,901+32.5% | $146,958+44.1% | $145,922+45.2% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.0pp | 80.3%-38.2pp |
| Annual return | 9.85% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,399 | $5,286-73.5% | $4,933-71.6% | $4,660-70.0% |
| Participant deferral / active EE | $6,070 | $8,428-28.0% | $8,070-24.8% | $6,688-9.2% |
| Admin fee / account holder | $14,969 | $15,044-0.5% | $12,998+15.2% | $13,397+11.7% |