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 | $149,491 | $93,346+60.1% | $71,796+108.2% | $273,961-45.4% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 83.0%-83.0pp |
| Annual return | 12.09% | 130.39%-118.3pp | 78.04%-65.9pp | 41.45%-29.4pp |
| Employer contribution / active EE | $6,455 | $2,733+136.2% | $1,924+235.4% | $4,869+32.6% |
| Participant deferral / active EE | $1,436 | $3,475-58.7% | $2,794-48.6% | $5,287-72.8% |
| Admin fee / account holder | $2,623 | $6,571-60.1% | $4,815-45.5% | $10,132-74.1% |