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 | $160,375 | $126,574+26.7% | $106,213+51.0% | $145,922+9.9% |
| Participation rate | 47.8% | 77.6%-29.8pp | 75.3%-27.5pp | 80.3%-32.5pp |
| Annual return | 9.71% | 224.79%-215.1pp | 116.14%-106.4pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,193 | $3,730-68.0% | $3,171-62.4% | $4,660-74.4% |
| Participant deferral / active EE | $3,704 | $5,724-35.3% | $5,016-26.1% | $6,688-44.6% |
| Admin fee / account holder | $4,494 | $17,304-74.0% | $11,033-59.3% | $13,397-66.5% |