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 | $101,446 | $63,346+60.1% | $92,233+10.0% | $70,131+44.7% |
| Participation rate | 60.4% | 68.7%-8.3pp | 76.5%-16.1pp | 69.5%-9.2pp |
| Annual return | 17.79% | 530.12%-512.3pp | 176.28%-158.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,760 | $2,471-28.8% | $3,679-52.2% | $2,342-24.9% |
| Participant deferral / active EE | $3,527 | $2,854+23.6% | $3,897-9.5% | $3,332+5.9% |
| Admin fee / account holder | $818 | $3,840-78.7% | $5,194-84.3% | $4,645-82.4% |