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 8-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 | $112,127 | $70,756+58.5% | $65,493+71.2% | $142,382-21.2% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 15.52% | 1754.89%-1739.4pp | 982.45%-966.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $854 | $2,881-70.4% | $2,574-66.8% | $4,299-80.1% |
| Participant deferral / active EE | $8,174 | $4,637+76.3% | $3,961+106.4% | $6,507+25.6% |
| Admin fee / account holder | $703 | $6,559-89.3% | $5,028-86.0% | $12,624-94.4% |