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 | $91,851 | $70,606+30.1% | $53,898+70.4% | $142,382-35.5% |
| Participation rate | 46.7% | 63.7%-17.0pp | 55.0%-8.3pp | 80.1%-33.5pp |
| Annual return | 16.70% | 619.81%-603.1pp | 528.60%-511.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $872 | $1,202-27.4% | $932-6.4% | $4,299-79.7% |
| Participant deferral / active EE | $3,823 | $2,364+61.7% | $1,826+109.3% | $6,507-41.3% |
| Admin fee / account holder | $1,614 | $2,852-43.4% | $2,491-35.2% | $12,624-87.2% |