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 | $196,917 | $63,346+210.9% | $92,233+113.5% | $70,131+180.8% |
| Participation rate | 48.8% | 68.7%-19.8pp | 76.5%-27.6pp | 69.5%-20.7pp |
| Annual return | 15.53% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,021 | $2,471-18.2% | $3,679-45.1% | $2,342-13.7% |
| Participant deferral / active EE | $4,222 | $2,854+47.9% | $3,897+8.3% | $3,332+26.7% |
| Admin fee / account holder | $613 | $3,840-84.0% | $5,194-88.2% | $4,645-86.8% |