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 | $108,968 | $70,606+54.3% | $53,898+102.2% | $142,382-23.5% |
| Participation rate | 26.7% | 63.7%-37.0pp | 55.0%-28.3pp | 80.1%-53.5pp |
| Annual return | 15.64% | 619.81%-604.2pp | 528.60%-513.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $708 | $1,202-41.1% | $932-24.0% | $4,299-83.5% |
| Participant deferral / active EE | $4,740 | $2,364+100.5% | $1,826+159.5% | $6,507-27.2% |
| Admin fee / account holder | $34,800 | $2,852+1120.4% | $2,491+1297.1% | $12,624+175.7% |