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 | $150,110 | $70,669+112.4% | $169,368-11.4% | $75,163+99.7% |
| Participation rate | 43.4% | 64.8%-21.4pp | 77.1%-33.7pp | 67.2%-23.8pp |
| Annual return | 17.13% | 36.36%-19.2pp | 405.60%-388.5pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,055 | $2,211-7.0% | $4,013-48.8% | $2,670-23.0% |
| Participant deferral / active EE | $5,153 | $4,311+19.5% | $6,221-17.2% | $4,125+24.9% |
| Admin fee / account holder | $2,221 | $5,402-58.9% | $9,003-75.3% | $5,651-60.7% |