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 | $138,582 | $105,181+31.8% | $159,436-13.1% | $85,850+61.4% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.8%-21.7pp | 69.3%-8.2pp |
| Annual return | 15.05% | 45.07%-30.0pp | 263.57%-248.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $2,258 | $3,318-31.9% | $4,829-53.2% | $2,565-12.0% |
| Participant deferral / active EE | $5,972 | $5,945+0.5% | $7,352-18.8% | $3,952+51.1% |
| Admin fee / account holder | $4,278 | $6,933-38.3% | $10,799-60.4% | $6,260-31.7% |