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 | $101,071 | $106,890-5.4% | $84,015+20.3% | $152,861-33.9% |
| Participation rate | 53.8% | 75.2%-21.4pp | 69.0%-15.2pp | 82.4%-28.6pp |
| Annual return | 27.69% | 104.99%-77.3pp | 71.31%-43.6pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,176 | $2,734-57.0% | $1,983-40.7% | $4,762-75.3% |
| Participant deferral / active EE | $1,603 | $4,011-60.0% | $3,239-50.5% | $5,850-72.6% |
| Admin fee / account holder | $629 | $8,285-92.4% | $6,101-89.7% | $11,596-94.6% |