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 | $55,555 | $30,400+82.7% | $53,898+3.1% | $84,808-34.5% |
| Participation rate | 29.6% | 46.4%-16.8pp | 55.0%-25.3pp | 68.3%-38.7pp |
| Annual return | 35.82% | 500.19%-464.4pp | 528.60%-492.8pp | 40.90%-5.1pp |
| Employer contribution / active EE | $1,264 | $603+109.7% | $932+35.6% | $2,631-52.0% |
| Participant deferral / active EE | $3,783 | $1,199+215.6% | $1,826+107.2% | $4,212-10.2% |
| Admin fee / account holder | $4,194 | $1,993+110.4% | $2,491+68.4% | $7,344-42.9% |