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 | $111,460 | $77,145+44.5% | $108,410+2.8% | $85,850+29.8% |
| Participation rate | 39.3% | 74.7%-35.3pp | 80.1%-40.8pp | 69.3%-30.0pp |
| Annual return | 13.34% | 44.54%-31.2pp | 905.27%-891.9pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,513 | $2,379-36.4% | $3,558-57.5% | $2,565-41.0% |
| Participant deferral / active EE | $3,269 | $5,566-41.3% | $6,563-50.2% | $3,952-17.3% |
| Admin fee / account holder | $9,045 | $5,172+74.9% | $7,295+24.0% | $6,260+44.5% |