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 | $47,943 | $34,934+37.2% | $56,411-15.0% | $74,495-35.6% |
| Participation rate | 60.7% | 32.8%+27.9pp | 52.5%+8.3pp | 67.2%-6.5pp |
| Annual return | 17.50% | 25.94%-8.4pp | 1701.33%-1683.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $2,061 | $609+238.4% | $1,039+98.4% | $2,623-21.4% |
| Participant deferral / active EE | $3,627 | $1,170+209.9% | $1,952+85.8% | $4,346-16.5% |
| Admin fee / account holder | $5,892 | $2,364+149.3% | $2,829+108.3% | $1,942+203.4% |