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 | $110,762 | $70,606+56.9% | $53,898+105.5% | $142,382-22.2% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 12.20% | 619.81%-607.6pp | 528.60%-516.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $444 | $1,202-63.1% | $932-52.3% | $4,299-89.7% |
| Participant deferral / active EE | $4,911 | $2,364+107.7% | $1,826+168.9% | $6,507-24.5% |
| Admin fee / account holder | $2,923 | $2,852+2.5% | $2,491+17.4% | $12,624-76.8% |