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 5-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 | $115,673 | $108,919+6.2% | $100,391+15.2% | $145,922-20.7% |
| Participation rate | 33.3% | 82.9%-49.6pp | 81.5%-48.1pp | 80.3%-46.9pp |
| Annual return | 10.31% | 57.88%-47.6pp | 49.20%-38.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,308 | $4,419-47.8% | $3,942-41.4% | $4,660-50.5% |
| Participant deferral / active EE | $2,400 | $8,445-71.6% | $8,082-70.3% | $6,688-64.1% |
| Admin fee / account holder | $866 | $9,689-91.1% | $7,899-89.0% | $13,397-93.5% |