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 | $249,490 | $117,841+111.7% | $102,423+143.6% | $145,922+71.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 9.17% | 31.65%-22.5pp | 29.32%-20.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,712 | $3,615-52.6% | $3,023-43.4% | $4,660-63.3% |
| Participant deferral / active EE | $3,538 | $5,731-38.3% | $5,053-30.0% | $6,688-47.1% |
| Admin fee / account holder | $1,100 | $13,326-91.7% | $9,451-88.4% | $13,397-91.8% |