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 | $105,481 | $76,785+37.4% | $56,441+86.9% | $145,959-27.7% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 10.15% | 3000.51%-2990.4pp | 1704.21%-1694.1pp | 561.95%-551.8pp |
| Employer contribution / active EE | $683 | $1,381-50.6% | $1,039-34.3% | $4,661-85.4% |
| Participant deferral / active EE | $2,730 | $2,624+4.1% | $1,953+39.8% | $6,689-59.2% |
| Admin fee / account holder | $1,045 | $3,334-68.7% | $2,829-63.1% | $13,398-92.2% |