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 | $115,113 | $57,281+101.0% | $86,612+32.9% | $75,163+53.2% |
| Participation rate | 44.6% | 63.2%-18.6pp | 71.7%-27.1pp | 67.2%-22.5pp |
| Annual return | 20.48% | 2670.75%-2650.3pp | 591.07%-570.6pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,430 | $2,314-38.2% | $3,022-52.7% | $2,670-46.5% |
| Participant deferral / active EE | $2,799 | $3,318-15.6% | $4,438-36.9% | $4,125-32.1% |
| Admin fee / account holder | $3,345 | $4,112-18.7% | $5,614-40.4% | $5,651-40.8% |