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 | $104,110 | $81,625+27.5% | $58,482+78.0% | $139,434-25.3% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 12.94% | 7404.20%-7391.3pp | 4239.32%-4226.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $458 | $1,398-67.3% | $1,053-56.6% | $4,751-90.4% |
| Participant deferral / active EE | $980 | $2,557-61.7% | $1,924-49.1% | $6,710-85.4% |
| Admin fee / account holder | $6,688 | $3,265+104.8% | $2,516+165.8% | $11,403-41.3% |