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 | $113,466 | $30,400+273.2% | $53,898+110.5% | $84,808+33.8% |
| Participation rate | 41.7% | 46.4%-4.8pp | 55.0%-13.3pp | 68.3%-26.6pp |
| Annual return | 15.57% | 500.19%-484.6pp | 528.60%-513.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,131 | $603+87.6% | $932+21.3% | $2,631-57.0% |
| Participant deferral / active EE | $1,321 | $1,199+10.2% | $1,826-27.7% | $4,212-68.6% |
| Admin fee / account holder | $7,883 | $1,993+295.5% | $2,491+216.5% | $7,344+7.3% |