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 | $100,837 | $58,726+71.7% | $92,233+9.3% | $62,292+61.9% |
| Participation rate | 60.6% | 68.3%-7.8pp | 76.5%-15.9pp | 69.5%-8.9pp |
| Annual return | 20.92% | 43.62%-22.7pp | 176.28%-155.4pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,084 | $2,392-54.7% | $3,679-70.6% | $2,042-46.9% |
| Participant deferral / active EE | $4,392 | $2,766+58.8% | $3,897+12.7% | $3,169+38.6% |
| Admin fee / account holder | $5,058 | $556+809.0% | $5,194-2.6% | $479+955.2% |