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 | $135,987 | $100,852+34.8% | $90,404+50.4% | $158,922-14.4% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 20.27% | 1724.20%-1703.9pp | 1293.02%-1272.7pp | 302.83%-282.6pp |
| Employer contribution / active EE | $545 | $3,689-85.2% | $3,262-83.3% | $4,761-88.6% |
| Participant deferral / active EE | $9,286 | $4,348+113.6% | $3,963+134.3% | $5,982+55.2% |
| Admin fee / account holder | $611 | $6,501-90.6% | $5,611-89.1% | $11,246-94.6% |