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 | $99,225 | $76,738+29.3% | $56,411+75.9% | $145,922-32.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 7.59% | 2994.23%-2986.6pp | 1701.33%-1693.7pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,157 | $1,380-16.2% | $1,039+11.3% | $4,660-75.2% |
| Participant deferral / active EE | $2,113 | $2,623-19.4% | $1,952+8.3% | $6,688-68.4% |
| Admin fee / account holder | $23,598 | $3,334+607.9% | $2,829+734.2% | $13,397+76.1% |