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 4-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 | $208,621 | $117,841+77.0% | $102,423+103.7% | $145,922+43.0% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 23.21% | 31.65%-8.4pp | 29.32%-6.1pp | 561.29%-538.1pp |
| Employer contribution / active EE | $3,943 | $3,615+9.1% | $3,023+30.4% | $4,660-15.4% |
| Participant deferral / active EE | $8,714 | $5,731+52.1% | $5,053+72.5% | $6,688+30.3% |
| Admin fee / account holder | $383 | $13,326-97.1% | $9,451-95.9% | $13,397-97.1% |