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 | $121,942 | $181,894-33.0% | $156,549-22.1% | $273,961-55.5% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 1238.57% | 30.74%+1207.8pp | 32.23%+1206.3pp | 41.45%+1197.1pp |
| Employer contribution / active EE | $11,674 | $6,248+86.8% | $5,501+112.2% | $4,869+139.8% |
| Participant deferral / active EE | $8,024 | $5,550+44.6% | $4,871+64.7% | $5,287+51.8% |
| Admin fee / account holder | $1,382 | $15,559-91.1% | $13,027-89.4% | $10,132-86.4% |