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 | $114,616 | $63,346+80.9% | $92,233+24.3% | $70,131+63.4% |
| Participation rate | 35.7% | 68.7%-33.0pp | 76.5%-40.8pp | 69.5%-33.8pp |
| Annual return | 14.41% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,203 | $2,471-51.3% | $3,679-67.3% | $2,342-48.7% |
| Participant deferral / active EE | $3,541 | $2,854+24.1% | $3,897-9.1% | $3,332+6.3% |
| Admin fee / account holder | $34,372 | $3,840+795.0% | $5,194+561.8% | $4,645+639.9% |