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 | $192,201 | $83,902+129.1% | $167,512+14.7% | $84,808+126.6% |
| Participation rate | 48.5% | 66.5%-18.0pp | 77.1%-28.6pp | 68.3%-19.8pp |
| Annual return | 17.14% | 91.55%-74.4pp | 1615.79%-1598.6pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,080 | $2,264+36.0% | $3,882-20.7% | $2,631+17.1% |
| Participant deferral / active EE | $6,586 | $4,442+48.3% | $6,405+2.8% | $4,212+56.4% |
| Admin fee / account holder | $568 | $7,915-92.8% | $9,769-94.2% | $7,344-92.3% |