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 | $101,579 | $53,516+89.8% | $126,539-19.7% | $84,808+19.8% |
| Participation rate | 38.2% | 58.2%-20.1pp | 69.8%-31.6pp | 68.3%-30.1pp |
| Annual return | 19.91% | 58.34%-38.4pp | 425.95%-406.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $908 | $1,535-40.8% | $3,674-75.3% | $2,631-65.5% |
| Participant deferral / active EE | $3,305 | $2,671+23.7% | $4,083-19.1% | $4,212-21.5% |
| Admin fee / account holder | $6,930 | $4,497+54.1% | $6,065+14.3% | $7,344-5.6% |