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 | $56,639 | $76,738-26.2% | $56,411+0.4% | $145,922-61.2% |
| Participation rate | 60.9% | 63.2%-2.3pp | 52.5%+8.4pp | 80.3%-19.4pp |
| Annual return | 10.02% | 2994.23%-2984.2pp | 1701.33%-1691.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $253 | $1,380-81.7% | $1,039-75.7% | $4,660-94.6% |
| Participant deferral / active EE | $1,450 | $2,623-44.7% | $1,952-25.7% | $6,688-78.3% |
| Admin fee / account holder | $1,097 | $3,334-67.1% | $2,829-61.2% | $13,397-91.8% |