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 | $179,574 | $124,319+44.4% | $111,297+61.3% | $167,490+7.2% |
| Participation rate | 69.2% | 79.6%-10.4pp | 77.3%-8.1pp | 82.1%-12.9pp |
| Annual return | 34.56% | 37.44%-2.9pp | 54.65%-20.1pp | 478.56%-444.0pp |
| Employer contribution / active EE | $1,014 | $3,435-70.5% | $2,731-62.9% | $4,837-79.0% |
| Participant deferral / active EE | $4,978 | $5,180-3.9% | $4,487+10.9% | $6,341-21.5% |
| Admin fee / account holder | $32,734 | $10,618+208.3% | $7,964+311.0% | $12,309+165.9% |