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 | $80,944 | $60,124+34.6% | $90,404-10.5% | $79,858+1.4% |
| Participation rate | 33.3% | 65.0%-31.6pp | 72.7%-39.3pp | 69.6%-36.3pp |
| Annual return | 14.46% | 71.94%-57.5pp | 1293.02%-1278.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $871 | $2,068-57.9% | $3,262-73.3% | $2,471-64.7% |
| Participant deferral / active EE | $2,016 | $2,938-31.4% | $3,963-49.1% | $3,740-46.1% |
| Admin fee / account holder | $7,079 | $3,976+78.0% | $5,611+26.2% | $5,306+33.4% |