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 | $125,808 | $65,561+91.9% | $86,188+46.0% | $75,163+67.4% |
| Participation rate | 42.2% | 60.5%-18.3pp | 69.0%-26.7pp | 67.2%-25.0pp |
| Annual return | 13.50% | 46.05%-32.6pp | 1168.45%-1154.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $752 | $1,553-51.6% | $2,380-68.4% | $2,670-71.8% |
| Participant deferral / active EE | $2,208 | $3,024-27.0% | $3,985-44.6% | $4,125-46.5% |
| Admin fee / account holder | $4,028 | $5,474-26.4% | $6,852-41.2% | $5,651-28.7% |