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 | $49,885 | $49,173+1.4% | $121,098-58.8% | $75,163-33.6% |
| Participation rate | 62.3% | 55.4%+6.9pp | 69.5%-7.2pp | 67.2%-4.9pp |
| Annual return | 25.99% | 55.99%-30.0pp | 985.75%-959.8pp | 160.62%-134.6pp |
| Employer contribution / active EE | $1,351 | $1,546-12.6% | $4,164-67.6% | $2,670-49.4% |
| Participant deferral / active EE | $2,979 | $2,628+13.4% | $4,080-27.0% | $4,125-27.8% |
| Admin fee / account holder | $2,645 | $3,942-32.9% | $5,644-53.1% | $5,651-53.2% |