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 | $86,280 | $59,417+45.2% | $93,606-7.8% | $74,495+15.8% |
| Participation rate | 51.6% | 59.7%-8.0pp | 68.7%-17.1pp | 67.2%-15.6pp |
| Annual return | 11.91% | 81.83%-69.9pp | 133.20%-121.3pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,223 | $3,050+5.7% | $4,411-26.9% | $4,346-25.8% |
| Admin fee / account holder | $3,805 | $3,021+25.9% | $8,285-54.1% | $1,942+95.9% |