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 | $30,788 | $76,000-59.5% | $154,107-80.0% | $64,186-52.0% |
| Participation rate | 56.4% | 70.4%-14.0pp | 83.0%-26.6pp | 69.6%-13.2pp |
| Annual return | 61.79% | 30.32%+31.5pp | 735.12%-673.3pp | 7.63%+54.2pp |
| Employer contribution / active EE | $1,165 | $3,351-65.2% | $5,298-78.0% | $2,381-51.0% |
| Participant deferral / active EE | $2,679 | $3,175-15.6% | $5,081-47.3% | $3,470-22.8% |
| Admin fee / account holder | $12,929 | $5,596+131.0% | $13,411-3.6% | $4,888+164.5% |