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 | $156,614 | $57,281+173.4% | $86,612+80.8% | $75,163+108.4% |
| Participation rate | 42.3% | 63.2%-20.9pp | 71.7%-29.4pp | 67.2%-24.9pp |
| Annual return | 37.67% | 2670.75%-2633.1pp | 591.07%-553.4pp | 160.62%-123.0pp |
| Employer contribution / active EE | $1,202 | $2,314-48.1% | $3,022-60.2% | $2,670-55.0% |
| Participant deferral / active EE | $2,562 | $3,318-22.8% | $4,438-42.3% | $4,125-37.9% |
| Admin fee / account holder | $3,164 | $4,112-23.1% | $5,614-43.6% | $5,651-44.0% |