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 | $133,028 | $65,561+102.9% | $86,188+54.3% | $75,163+77.0% |
| Participation rate | 49.4% | 60.5%-11.1pp | 69.0%-19.6pp | 67.2%-17.8pp |
| Annual return | 22.96% | 46.05%-23.1pp | 1168.45%-1145.5pp | 160.62%-137.7pp |
| Employer contribution / active EE | $838 | $1,553-46.0% | $2,380-64.8% | $2,670-68.6% |
| Participant deferral / active EE | $5,037 | $3,024+66.6% | $3,985+26.4% | $4,125+22.1% |
| Admin fee / account holder | $7,070 | $5,474+29.2% | $6,852+3.2% | $5,651+25.1% |