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 | $24,850 | $81,625-69.6% | $58,482-57.5% | $139,434-82.2% |
| Participation rate | 44.4% | 61.3%-16.9pp | 50.9%-6.4pp | 80.3%-35.9pp |
| Annual return | 31.99% | 7404.20%-7372.2pp | 4239.32%-4207.3pp | 372.94%-341.0pp |
| Employer contribution / active EE | $2,434 | $1,398+74.0% | $1,053+131.0% | $4,751-48.8% |
| Participant deferral / active EE | $3,484 | $2,557+36.3% | $1,924+81.1% | $6,710-48.1% |
| Admin fee / account holder | $13,607 | $3,265+316.7% | $2,516+440.8% | $11,403+19.3% |