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 | $118,260 | $65,561+80.4% | $86,188+37.2% | $75,163+57.3% |
| Participation rate | 50.7% | 60.5%-9.7pp | 69.0%-18.2pp | 67.2%-16.4pp |
| Annual return | 13.34% | 46.05%-32.7pp | 1168.45%-1155.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,152 | $1,553-25.8% | $2,380-51.6% | $2,670-56.9% |
| Participant deferral / active EE | $2,286 | $3,024-24.4% | $3,985-42.6% | $4,125-44.6% |
| Admin fee / account holder | $2,389 | $5,474-56.4% | $6,852-65.1% | $5,651-57.7% |