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 | $105,427 | $102,604+2.8% | $86,188+22.3% | $139,434-24.4% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 17.96% | 1922.51%-1904.6pp | 1168.45%-1150.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $571 | $3,032-81.2% | $2,380-76.0% | $4,751-88.0% |
| Participant deferral / active EE | $4,945 | $4,676+5.8% | $3,985+24.1% | $6,710-26.3% |
| Admin fee / account holder | $926 | $8,657-89.3% | $6,852-86.5% | $11,403-91.9% |