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 | $130,065 | $96,635+34.6% | $86,612+50.2% | $139,434-6.7% |
| Participation rate | 46.2% | 74.4%-28.2pp | 71.7%-25.5pp | 80.3%-34.2pp |
| Annual return | 16.18% | 106.41%-90.2pp | 591.07%-574.9pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,341 | $3,263-58.9% | $3,022-55.6% | $4,751-71.8% |
| Participant deferral / active EE | $1,596 | $4,836-67.0% | $4,438-64.0% | $6,710-76.2% |
| Admin fee / account holder | $7,511 | $6,408+17.2% | $5,614+33.8% | $11,403-34.1% |