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 | $132,116 | $81,625+61.9% | $167,512-21.1% | $74,304+77.8% |
| Participation rate | 38.6% | 60.0%-21.4pp | 77.1%-38.4pp | 60.3%-21.7pp |
| Annual return | 16.87% | 26.09%-9.2pp | 1615.79%-1598.9pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,372 | $2,010-31.7% | $3,882-64.7% | $2,241-38.8% |
| Participant deferral / active EE | $2,024 | $4,115-50.8% | $6,405-68.4% | $3,767-46.3% |
| Admin fee / account holder | $5,258 | $3,474+51.3% | $9,769-46.2% | $2,969+77.1% |