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 | $107,238 | $59,417+80.5% | $93,606+14.6% | $74,495+44.0% |
| Participation rate | 41.8% | 59.7%-17.9pp | 68.7%-26.9pp | 67.2%-25.4pp |
| Annual return | 11.79% | 81.83%-70.0pp | 133.20%-121.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $885 | $1,264-30.0% | $2,420-63.4% | $2,623-66.3% |
| Participant deferral / active EE | $2,529 | $3,050-17.1% | $4,411-42.7% | $4,346-41.8% |
| Admin fee / account holder | $7,236 | $3,021+139.5% | $8,285-12.7% | $1,942+272.6% |