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 | $99,677 | $57,281+74.0% | $86,612+15.1% | $75,163+32.6% |
| Participation rate | 30.8% | 63.2%-32.4pp | 71.7%-40.9pp | 67.2%-36.4pp |
| Annual return | 14.30% | 2670.75%-2656.4pp | 591.07%-576.8pp | 160.62%-146.3pp |
| Employer contribution / active EE | $747 | $2,314-67.7% | $3,022-75.3% | $2,670-72.0% |
| Participant deferral / active EE | $2,408 | $3,318-27.4% | $4,438-45.7% | $4,125-41.6% |
| Admin fee / account holder | $1,978 | $4,112-51.9% | $5,614-64.8% | $5,651-65.0% |