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 | $96,126 | $57,281+67.8% | $86,612+11.0% | $75,163+27.9% |
| Participation rate | 42.9% | 63.2%-20.3pp | 71.7%-28.8pp | 67.2%-24.3pp |
| Annual return | 15.25% | 2670.75%-2655.5pp | 591.07%-575.8pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,316 | $2,314-43.1% | $3,022-56.4% | $2,670-50.7% |
| Participant deferral / active EE | $3,885 | $3,318+17.1% | $4,438-12.5% | $4,125-5.8% |
| Admin fee / account holder | $640 | $4,112-84.4% | $5,614-88.6% | $5,651-88.7% |