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 | $158,339 | $115,770+36.8% | $101,248+56.4% | $158,922-0.4% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 17.18% | 56.14%-39.0pp | 46.47%-29.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,224 | $4,175-70.7% | $3,660-66.6% | $4,761-74.3% |
| Participant deferral / active EE | $6,554 | $4,957+32.2% | $4,370+50.0% | $5,982+9.6% |
| Admin fee / account holder | $12,888 | $7,245+77.9% | $5,945+116.8% | $11,246+14.6% |