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 | $78,221 | $30,400+157.3% | $53,898+45.1% | $84,808-7.8% |
| Participation rate | 64.8% | 46.4%+18.4pp | 55.0%+9.9pp | 68.3%-3.5pp |
| Annual return | 19.26% | 500.19%-480.9pp | 528.60%-509.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,048 | $603+73.9% | $932+12.5% | $2,631-60.2% |
| Participant deferral / active EE | $2,533 | $1,199+111.3% | $1,826+38.7% | $4,212-39.9% |
| Admin fee / account holder | $3,768 | $1,993+89.0% | $2,491+51.3% | $7,344-48.7% |