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 | $102,875 | $65,561+56.9% | $86,188+19.4% | $75,163+36.9% |
| Participation rate | 51.7% | 60.5%-8.8pp | 69.0%-17.2pp | 67.2%-15.5pp |
| Annual return | 16.17% | 46.05%-29.9pp | 1168.45%-1152.3pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,846 | $1,553+18.9% | $2,380-22.4% | $2,670-30.9% |
| Participant deferral / active EE | $6,997 | $3,024+131.4% | $3,985+75.6% | $4,125+69.6% |
| Admin fee / account holder | $1,348 | $5,474-75.4% | $6,852-80.3% | $5,651-76.1% |