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 | $101,285 | $65,561+54.5% | $86,188+17.5% | $75,163+34.8% |
| Participation rate | 48.9% | 60.5%-11.6pp | 69.0%-20.1pp | 67.2%-18.3pp |
| Annual return | 13.82% | 46.05%-32.2pp | 1168.45%-1154.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $681 | $1,553-56.1% | $2,380-71.4% | $2,670-74.5% |
| Participant deferral / active EE | $3,643 | $3,024+20.5% | $3,985-8.6% | $4,125-11.7% |
| Admin fee / account holder | $30,070 | $5,474+449.3% | $6,852+338.9% | $5,651+432.1% |