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 8-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 | $104,078 | $57,281+81.7% | $86,612+20.2% | $75,163+38.5% |
| Participation rate | 47.5% | 63.2%-15.7pp | 71.7%-24.2pp | 67.2%-19.7pp |
| Annual return | 16.95% | 2670.75%-2653.8pp | 591.07%-574.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,660 | $2,314+14.9% | $3,022-12.0% | $2,670-0.4% |
| Participant deferral / active EE | $6,607 | $3,318+99.1% | $4,438+48.9% | $4,125+60.2% |
| Admin fee / account holder | $999 | $4,112-75.7% | $5,614-82.2% | $5,651-82.3% |