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 | $189,630 | $65,561+189.2% | $86,188+120.0% | $75,163+152.3% |
| Participation rate | 53.1% | 60.5%-7.4pp | 69.0%-15.8pp | 67.2%-14.1pp |
| Annual return | 18.43% | 46.05%-27.6pp | 1168.45%-1150.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,290 | $1,553+47.5% | $2,380-3.8% | $2,670-14.2% |
| Participant deferral / active EE | $5,735 | $3,024+89.7% | $3,985+43.9% | $4,125+39.0% |
| Admin fee / account holder | $1,170 | $5,474-78.6% | $6,852-82.9% | $5,651-79.3% |