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 | $94,873 | $81,625+16.2% | $58,482+62.2% | $139,434-32.0% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 18.20% | 7404.20%-7386.0pp | 4239.32%-4221.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $720 | $1,398-48.5% | $1,053-31.7% | $4,751-84.8% |
| Participant deferral / active EE | $3,497 | $2,557+36.8% | $1,924+81.8% | $6,710-47.9% |
| Admin fee / account holder | $4,939 | $3,265+51.3% | $2,516+96.3% | $11,403-56.7% |