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 | $71,433 | $27,915+155.9% | $58,482+22.1% | $75,163-5.0% |
| Participation rate | 39.6% | 38.8%+0.7pp | 50.9%-11.3pp | 67.2%-27.6pp |
| Annual return | 15.28% | 44.20%-28.9pp | 4239.32%-4224.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $681 | $669+1.8% | $1,053-35.3% | $2,670-74.5% |
| Participant deferral / active EE | $1,431 | $1,201+19.2% | $1,924-25.6% | $4,125-65.3% |
| Admin fee / account holder | $6,288 | $1,726+264.4% | $2,516+149.9% | $5,651+11.3% |