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 | $147,129 | $96,305+52.8% | $80,569+82.6% | $139,434+5.5% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 17.53% | 1350.08%-1332.6pp | 935.43%-917.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $911 | $3,262-72.1% | $2,723-66.6% | $4,751-80.8% |
| Participant deferral / active EE | $3,831 | $5,232-26.8% | $4,447-13.9% | $6,710-42.9% |
| Admin fee / account holder | $658 | $6,599-90.0% | $5,377-87.8% | $11,403-94.2% |