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 | $90,237 | $34,934+158.3% | $56,411+60.0% | $74,495+21.1% |
| Participation rate | 47.2% | 32.8%+14.4pp | 52.5%-5.2pp | 67.2%-20.0pp |
| Annual return | 11.66% | 25.94%-14.3pp | 1701.33%-1689.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $636 | $609+4.4% | $1,039-38.8% | $2,623-75.8% |
| Participant deferral / active EE | $2,581 | $1,170+120.5% | $1,952+32.2% | $4,346-40.6% |
| Admin fee / account holder | $14,046 | $2,364+494.2% | $2,829+396.5% | $1,942+623.4% |