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 | $16,235 | $81,625-80.1% | $58,482-72.2% | $139,434-88.4% |
| Participation rate | 68.8% | 61.3%+7.4pp | 50.9%+17.9pp | 80.3%-11.6pp |
| Annual return | 9.46% | 7404.20%-7394.7pp | 4239.32%-4229.9pp | 372.94%-363.5pp |
| Employer contribution / active EE | $696 | $1,398-50.2% | $1,053-33.9% | $4,751-85.3% |
| Participant deferral / active EE | $682 | $2,557-73.3% | $1,924-64.6% | $6,710-89.8% |
| Admin fee / account holder | $937 | $3,265-71.3% | $2,516-62.8% | $11,403-91.8% |