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 | $181,206 | $118,849+52.5% | $96,562+87.7% | $167,490+8.2% |
| Participation rate | 69.2% | 75.5%-6.2pp | 69.8%-0.6pp | 82.1%-12.9pp |
| Annual return | 22.32% | 50.49%-28.2pp | 37.78%-15.5pp | 478.56%-456.2pp |
| Employer contribution / active EE | $1,514 | $3,120-51.5% | $2,356-35.8% | $4,837-68.7% |
| Participant deferral / active EE | $6,464 | $4,616+40.0% | $3,849+67.9% | $6,341+1.9% |
| Admin fee / account holder | $20,741 | $8,065+157.2% | $6,181+235.6% | $12,309+68.5% |