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 | $167,477 | $176,662-5.2% | $130,648+28.2% | $152,861+9.6% |
| Participation rate | 44.4% | 79.0%-34.5pp | 71.7%-27.3pp | 82.4%-38.0pp |
| Annual return | 18.45% | 2692.24%-2673.8pp | 1708.96%-1690.5pp | 345.32%-326.9pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,681 | $4,361+99.0% | $3,603+140.9% | $5,850+48.4% |
| Admin fee / account holder | $311 | $7,133-95.6% | $5,464-94.3% | $11,596-97.3% |