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 | $86,909 | $57,281+51.7% | $86,612+0.3% | $75,163+15.6% |
| Participation rate | 46.4% | 63.2%-16.8pp | 71.7%-25.3pp | 67.2%-20.8pp |
| Annual return | 15.96% | 2670.75%-2654.8pp | 591.07%-575.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $572 | $2,314-75.3% | $3,022-81.1% | $2,670-78.6% |
| Participant deferral / active EE | $1,795 | $3,318-45.9% | $4,438-59.5% | $4,125-56.5% |
| Admin fee / account holder | $5,318 | $4,112+29.3% | $5,614-5.3% | $5,651-5.9% |