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 4-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 | $90,820 | $96,305-5.7% | $80,569+12.7% | $139,434-34.9% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 20.18% | 1350.08%-1329.9pp | 935.43%-915.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,404 | $3,262-57.0% | $2,723-48.5% | $4,751-70.5% |
| Participant deferral / active EE | $5,692 | $5,232+8.8% | $4,447+28.0% | $6,710-15.2% |
| Admin fee / account holder | $892 | $6,599-86.5% | $5,377-83.4% | $11,403-92.2% |