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 | $159,126 | $102,317+55.5% | $146,958+8.3% | $80,856+96.8% |
| Participation rate | 53.2% | 75.8%-22.6pp | 82.2%-29.0pp | 67.6%-14.4pp |
| Annual return | 17.55% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,028 | $3,713-45.4% | $4,933-58.9% | $2,755-26.4% |
| Participant deferral / active EE | $4,160 | $6,644-37.4% | $8,070-48.5% | $4,296-3.2% |
| Admin fee / account holder | $8,196 | $7,941+3.2% | $12,998-36.9% | $6,918+18.5% |