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 | $51,470 | $76,738-32.9% | $56,411-8.8% | $145,922-64.7% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 16.60% | 2994.23%-2977.6pp | 1701.33%-1684.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $980 | $1,380-29.0% | $1,039-5.6% | $4,660-79.0% |
| Participant deferral / active EE | $3,196 | $2,623+21.9% | $1,952+63.8% | $6,688-52.2% |
| Admin fee / account holder | $9,362 | $3,334+180.8% | $2,829+230.9% | $13,397-30.1% |