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 | $165,429 | $90,348+83.1% | $75,972+117.7% | $145,922+13.4% |
| Participation rate | 46.7% | 74.5%-27.8pp | 69.1%-22.4pp | 80.3%-33.6pp |
| Annual return | 13.24% | 620.88%-607.6pp | 359.55%-346.3pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,911 | $3,311-42.3% | $2,685-28.8% | $4,660-59.0% |
| Participant deferral / active EE | $2,253 | $5,162-56.4% | $4,255-47.1% | $6,688-66.3% |
| Admin fee / account holder | $759 | $8,467-91.0% | $6,467-88.3% | $13,397-94.3% |