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 | $94,299 | $76,738+22.9% | $56,411+67.2% | $145,922-35.4% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 14.95% | 2994.23%-2979.3pp | 1701.33%-1686.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $400 | $1,380-71.0% | $1,039-61.5% | $4,660-91.4% |
| Participant deferral / active EE | $907 | $2,623-65.4% | $1,952-53.5% | $6,688-86.4% |
| Admin fee / account holder | $7,647 | $3,334+129.4% | $2,829+170.3% | $13,397-42.9% |