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 | $105,455 | $34,934+201.9% | $56,411+86.9% | $74,495+41.6% |
| Participation rate | 13.2% | 32.8%-19.6pp | 52.5%-39.2pp | 67.2%-54.0pp |
| Annual return | 26.06% | 25.94%+0.1pp | 1701.33%-1675.3pp | 1364.94%-1338.9pp |
| Employer contribution / active EE | $274 | $609-55.0% | $1,039-73.6% | $2,623-89.6% |
| Participant deferral / active EE | $1,113 | $1,170-4.9% | $1,952-43.0% | $4,346-74.4% |
| Admin fee / account holder | $17,528 | $2,364+641.5% | $2,829+519.6% | $1,942+802.7% |