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 | $110,091 | $59,417+85.3% | $93,606+17.6% | $74,495+47.8% |
| Participation rate | 45.6% | 59.7%-14.1pp | 68.7%-23.2pp | 67.2%-21.6pp |
| Annual return | 16.33% | 81.83%-65.5pp | 133.20%-116.9pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $878 | $1,264-30.5% | $2,420-63.7% | $2,623-66.5% |
| Participant deferral / active EE | $2,525 | $3,050-17.2% | $4,411-42.8% | $4,346-41.9% |
| Admin fee / account holder | $5,806 | $3,021+92.2% | $8,285-29.9% | $1,942+199.0% |