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 | $95,135 | $106,890-11.0% | $84,015+13.2% | $152,861-37.8% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 8.68% | 104.99%-96.3pp | 71.31%-62.6pp | 345.32%-336.6pp |
| Employer contribution / active EE | $2,106 | $2,734-23.0% | $1,983+6.2% | $4,762-55.8% |
| Participant deferral / active EE | $14,133 | $4,011+252.3% | $3,239+336.4% | $5,850+141.6% |
| Admin fee / account holder | $69,115 | $8,285+734.2% | $6,101+1032.9% | $11,596+496.0% |