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 8-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 | $12,995 | $27,915-53.4% | $58,482-77.8% | $75,163-82.7% |
| Participation rate | 66.7% | 38.8%+27.8pp | 50.9%+15.8pp | 67.2%-0.5pp |
| Annual return | 18.85% | 44.20%-25.3pp | 4239.32%-4220.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,951 | $669+191.6% | $1,053+85.2% | $2,670-26.9% |
| Participant deferral / active EE | $2,471 | $1,201+105.7% | $1,924+28.4% | $4,125-40.1% |
| Admin fee / account holder | $2,536 | $1,726+47.0% | $2,516+0.8% | $5,651-55.1% |