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 | $127,307 | $88,751+43.4% | $81,812+55.6% | $145,922-12.8% |
| Participation rate | 60.9% | 75.0%-14.2pp | 72.3%-11.5pp | 80.3%-19.4pp |
| Annual return | 10.41% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,428 | $3,083-21.2% | $2,912-16.6% | $4,660-47.9% |
| Participant deferral / active EE | $772 | $4,643-83.4% | $4,319-82.1% | $6,688-88.4% |
| Admin fee / account holder | $14,096 | $8,415+67.5% | $7,386+90.8% | $13,397+5.2% |