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 | $154,625 | $79,171+95.3% | $102,423+51.0% | $74,495+107.6% |
| Participation rate | 60.6% | 74.8%-14.2pp | 76.5%-15.9pp | 67.2%-6.6pp |
| Annual return | 13.88% | 54.93%-41.1pp | 29.32%-15.4pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,915 | $2,362-18.9% | $3,023-36.6% | $2,623-27.0% |
| Participant deferral / active EE | $6,780 | $4,415+53.6% | $5,053+34.2% | $4,346+56.0% |
| Admin fee / account holder | $12,376 | $2,001+518.6% | $9,451+31.0% | $1,942+537.4% |