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 | $70,985 | $76,738-7.5% | $56,411+25.8% | $145,922-51.4% |
| Participation rate | 38.5% | 63.2%-24.8pp | 52.5%-14.0pp | 80.3%-41.8pp |
| Annual return | 15.76% | 2994.23%-2978.5pp | 1701.33%-1685.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $918 | $1,380-33.5% | $1,039-11.6% | $4,660-80.3% |
| Participant deferral / active EE | $1,247 | $2,623-52.5% | $1,952-36.1% | $6,688-81.4% |
| Admin fee / account holder | $1,507 | $3,334-54.8% | $2,829-46.7% | $13,397-88.7% |