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 | $128,061 | $57,281+123.6% | $86,612+47.9% | $75,163+70.4% |
| Participation rate | 42.9% | 63.2%-20.3pp | 71.7%-28.8pp | 67.2%-24.3pp |
| Annual return | 20.93% | 2670.75%-2649.8pp | 591.07%-570.1pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,008 | $2,314-56.4% | $3,022-66.6% | $2,670-62.2% |
| Participant deferral / active EE | $2,614 | $3,318-21.2% | $4,438-41.1% | $4,125-36.6% |
| Admin fee / account holder | $4,048 | $4,112-1.5% | $5,614-27.9% | $5,651-28.4% |