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 | $121,937 | $69,207+76.2% | $64,056+90.4% | $139,434-12.5% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 16.48% | 45.88%-29.4pp | 33.69%-17.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,057 | $3,182-66.8% | $2,747-61.5% | $4,751-77.8% |
| Participant deferral / active EE | $5,324 | $4,682+13.7% | $3,880+37.2% | $6,710-20.7% |
| Admin fee / account holder | $654 | $4,244-84.6% | $3,068-78.7% | $11,403-94.3% |