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 | $107,642 | $84,695+27.1% | $73,843+45.8% | $125,391-14.2% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.4%-30.6pp | 83.2%-40.3pp |
| Annual return | 2.26% | 3123.53%-3121.3pp | 2267.84%-2265.6pp | 282.22%-280.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,708 | $3,992-57.2% | $3,583-52.3% | $5,352-68.1% |
| Admin fee / account holder | $532 | $5,691-90.6% | $4,880-89.1% | $9,540-94.4% |