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 | $108,218 | $79,171+36.7% | $102,423+5.7% | $74,495+45.3% |
| Participation rate | 63.7% | 74.8%-11.1pp | 76.5%-12.8pp | 67.2%-3.5pp |
| Annual return | 16.63% | 54.93%-38.3pp | 29.32%-12.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $848 | $2,362-64.1% | $3,023-72.0% | $2,623-67.7% |
| Participant deferral / active EE | $4,301 | $4,415-2.6% | $5,053-14.9% | $4,346-1.0% |
| Admin fee / account holder | $4,148 | $2,001+107.3% | $9,451-56.1% | $1,942+113.6% |