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 | $87,288 | $157,256-44.5% | $141,162-38.2% | $152,861-42.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 41.05% | 64.32%-23.3pp | 71.39%-30.3pp | 345.32%-304.3pp |
| Employer contribution / active EE | $5,875 | $5,261+11.7% | $4,735+24.1% | $4,762+23.4% |
| Participant deferral / active EE | $22,500 | $7,109+216.5% | $6,709+235.4% | $5,850+284.6% |
| Admin fee / account holder | $333 | $12,120-97.3% | $10,261-96.8% | $11,596-97.1% |