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 | $160,365 | $121,625+31.9% | $104,607+53.3% | $158,922+0.9% |
| Participation rate | 36.4% | 77.5%-41.2pp | 74.1%-37.7pp | 82.0%-45.6pp |
| Annual return | 11.71% | 465.26%-453.5pp | 340.46%-328.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,954 | $3,163-38.2% | $2,681-27.1% | $4,761-59.0% |
| Participant deferral / active EE | $10,775 | $4,177+157.9% | $3,740+188.1% | $5,982+80.1% |
| Admin fee / account holder | $970 | $7,787-87.5% | $6,473-85.0% | $11,246-91.4% |