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 | $42,858 | $76,785-44.2% | $56,441-24.1% | $145,959-70.6% |
| Participation rate | 56.3% | 63.2%-7.0pp | 52.5%+3.8pp | 80.3%-24.0pp |
| Annual return | 10.58% | 3000.51%-2989.9pp | 1704.21%-1693.6pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,911 | $1,381+38.4% | $1,039+83.9% | $4,661-59.0% |
| Participant deferral / active EE | $2,758 | $2,624+5.1% | $1,953+41.2% | $6,689-58.8% |
| Admin fee / account holder | $4,943 | $3,334+48.3% | $2,829+74.7% | $13,398-63.1% |