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 | $88,644 | $70,606+25.5% | $53,898+64.5% | $142,382-37.7% |
| Participation rate | 68.2% | 63.7%+4.5pp | 55.0%+13.2pp | 80.1%-11.9pp |
| Annual return | 15.08% | 619.81%-604.7pp | 528.60%-513.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,954 | $2,364+24.9% | $1,826+61.7% | $6,507-54.6% |
| Admin fee / account holder | $4,945 | $2,852+73.4% | $2,491+98.5% | $12,624-60.8% |