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 | $82,695 | $34,934+136.7% | $56,411+46.6% | $74,495+11.0% |
| Participation rate | 61.9% | 32.8%+29.1pp | 52.5%+9.4pp | 67.2%-5.3pp |
| Annual return | 12.09% | 25.94%-13.8pp | 1701.33%-1689.2pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $604 | $609-0.9% | $1,039-41.9% | $2,623-77.0% |
| Participant deferral / active EE | $3,183 | $1,170+172.0% | $1,952+63.1% | $4,346-26.8% |
| Admin fee / account holder | $4,856 | $2,364+105.5% | $2,829+71.7% | $1,942+150.1% |