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 | $196,857 | $117,841+67.1% | $102,423+92.2% | $145,922+34.9% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 9.61% | 31.65%-22.0pp | 29.32%-19.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $979 | $3,615-72.9% | $3,023-67.6% | $4,660-79.0% |
| Participant deferral / active EE | $2,711 | $5,731-52.7% | $5,053-46.3% | $6,688-59.5% |
| Admin fee / account holder | $1,667 | $13,326-87.5% | $9,451-82.4% | $13,397-87.6% |