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 | $150,955 | $30,400+396.6% | $53,898+180.1% | $84,808+78.0% |
| Participation rate | 41.1% | 46.4%-5.3pp | 55.0%-13.9pp | 68.3%-27.2pp |
| Annual return | 714.09% | 500.19%+213.9pp | 528.60%+185.5pp | 40.90%+673.2pp |
| Employer contribution / active EE | $1,613 | $603+167.6% | $932+73.0% | $2,631-38.7% |
| Participant deferral / active EE | $3,752 | $1,199+213.0% | $1,826+105.4% | $4,212-10.9% |
| Admin fee / account holder | $1,727 | $1,993-13.4% | $2,491-30.7% | $7,344-76.5% |