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 | $154,810 | $100,852+53.5% | $90,404+71.2% | $158,922-2.6% |
| Participation rate | 47.4% | 75.0%-27.7pp | 72.7%-25.3pp | 82.0%-34.6pp |
| Annual return | 14.91% | 1724.20%-1709.3pp | 1293.02%-1278.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,014 | $3,689-45.4% | $3,262-38.3% | $4,761-57.7% |
| Participant deferral / active EE | $5,309 | $4,348+22.1% | $3,963+34.0% | $5,982-11.2% |
| Admin fee / account holder | $308 | $6,501-95.3% | $5,611-94.5% | $11,246-97.3% |