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 | $109,147 | $56,629+92.7% | $77,999+39.9% | $55,167+97.8% |
| Participation rate | 57.5% | 73.3%-15.8pp | 75.5%-18.0pp | 69.0%-11.4pp |
| Annual return | 9.27% | 2866.98%-2857.7pp | 425.96%-416.7pp | 169.23%-160.0pp |
| Employer contribution / active EE | $965 | $1,723-44.0% | $2,470-60.9% | $1,963-50.8% |
| Participant deferral / active EE | $2,414 | $2,777-13.1% | $3,497-31.0% | $3,054-20.9% |
| Admin fee / account holder | $3,804 | $467+715.5% | $5,480-30.6% | $504+655.0% |