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 | $58,076 | $81,625-28.8% | $58,482-0.7% | $139,434-58.3% |
| Participation rate | 68.8% | 61.3%+7.4pp | 50.9%+17.9pp | 80.3%-11.6pp |
| Annual return | 26.86% | 7404.20%-7377.3pp | 4239.32%-4212.5pp | 372.94%-346.1pp |
| Employer contribution / active EE | $2,146 | $1,398+53.5% | $1,053+103.8% | $4,751-54.8% |
| Participant deferral / active EE | $4,498 | $2,557+75.9% | $1,924+133.8% | $6,710-33.0% |
| Admin fee / account holder | $539 | $3,265-83.5% | $2,516-78.6% | $11,403-95.3% |