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 | $127,418 | $102,966+23.7% | $90,281+41.1% | $152,861-16.6% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 36.01% | 95.16%-59.2pp | 78.10%-42.1pp | 345.32%-309.3pp |
| Employer contribution / active EE | $3,905 | $3,139+24.4% | $2,854+36.8% | $4,762-18.0% |
| Participant deferral / active EE | $6,577 | $4,281+53.6% | $3,885+69.3% | $5,850+12.4% |
| Admin fee / account holder | $48,885 | $6,171+692.2% | $5,351+813.5% | $11,596+321.6% |