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 | $51,064 | $30,732+66.2% | $59,496-14.2% | $59,632-14.4% |
| Participation rate | 61.5% | 43.2%+18.3pp | 54.6%+7.0pp | 68.7%-7.1pp |
| Annual return | 2.58% | 4.47%-1.9pp | 182.05%-179.5pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $809 | $631+28.3% | $1,153-29.8% | $2,203-63.3% |
| Participant deferral / active EE | $1,903 | $1,183+60.9% | $1,829+4.0% | $3,192-40.4% |
| Admin fee / account holder | $11,674 | $2,136+446.5% | $2,232+422.9% | $4,297+171.7% |