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 | $89,237 | $81,625+9.3% | $58,482+52.6% | $139,434-36.0% |
| Participation rate | 44.4% | 61.3%-16.9pp | 50.9%-6.4pp | 80.3%-35.9pp |
| Annual return | 16.82% | 7404.20%-7387.4pp | 4239.32%-4222.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $985 | $1,398-29.6% | $1,053-6.5% | $4,751-79.3% |
| Participant deferral / active EE | $2,817 | $2,557+10.2% | $1,924+46.4% | $6,710-58.0% |
| Admin fee / account holder | $635 | $3,265-80.5% | $2,516-74.8% | $11,403-94.4% |