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 | $104,326 | $57,281+82.1% | $86,612+20.5% | $75,163+38.8% |
| Participation rate | 56.7% | 63.2%-6.5pp | 71.7%-15.0pp | 67.2%-10.5pp |
| Annual return | 15.64% | 2670.75%-2655.1pp | 591.07%-575.4pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,358 | $2,314+1.9% | $3,022-22.0% | $2,670-11.7% |
| Participant deferral / active EE | $5,515 | $3,318+66.2% | $4,438+24.3% | $4,125+33.7% |
| Admin fee / account holder | $13,083 | $4,112+218.2% | $5,614+133.0% | $5,651+131.5% |