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 | $165,788 | $100,773+64.5% | $88,946+86.4% | $142,382+16.4% |
| Participation rate | 47.1% | 74.3%-27.2pp | 68.8%-21.8pp | 80.1%-33.1pp |
| Annual return | 13.58% | 70.18%-56.6pp | 57.82%-44.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,262 | $2,918-56.8% | $2,555-50.6% | $4,299-70.7% |
| Participant deferral / active EE | $3,835 | $5,230-26.7% | $4,581-16.3% | $6,507-41.1% |
| Admin fee / account holder | $536 | $9,693-94.5% | $8,261-93.5% | $12,624-95.8% |