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 5-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 | $103,351 | $83,902+23.2% | $167,512-38.3% | $84,808+21.9% |
| Participation rate | 60.7% | 66.5%-5.8pp | 77.1%-16.3pp | 68.3%-7.6pp |
| Annual return | 26.82% | 91.55%-64.7pp | 1615.79%-1589.0pp | 40.90%-14.1pp |
| Employer contribution / active EE | $669 | $2,264-70.5% | $3,882-82.8% | $2,631-74.6% |
| Participant deferral / active EE | $10,722 | $4,442+141.4% | $6,405+67.4% | $4,212+154.6% |
| Admin fee / account holder | $3,642 | $7,915-54.0% | $9,769-62.7% | $7,344-50.4% |