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 | $87,360 | $45,152+93.5% | $73,843+18.3% | $59,632+46.5% |
| Participation rate | 69.8% | 64.0%+5.7pp | 73.4%-3.7pp | 68.7%+1.1pp |
| Annual return | 11.92% | 27.40%-15.5pp | 2267.84%-2255.9pp | 2041.28%-2029.4pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,753 | $2,574+84.7% | $3,583+32.6% | $3,192+48.9% |
| Admin fee / account holder | $18,478 | $3,516+425.5% | $4,880+278.6% | $4,297+330.0% |