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 | $30,419 | $81,625-62.7% | $58,482-48.0% | $139,434-78.2% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 7.32% | 7404.20%-7396.9pp | 4239.32%-4232.0pp | 372.94%-365.6pp |
| Employer contribution / active EE | $1,646 | $1,398+17.7% | $1,053+56.3% | $4,751-65.3% |
| Participant deferral / active EE | $5,064 | $2,557+98.1% | $1,924+163.2% | $6,710-24.5% |
| Admin fee / account holder | $36,529 | $3,265+1018.7% | $2,516+1351.9% | $11,403+220.4% |