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 | $106,013 | $96,635+9.7% | $86,612+22.4% | $139,434-24.0% |
| Participation rate | 43.8% | 74.4%-30.7pp | 71.7%-27.9pp | 80.3%-36.6pp |
| Annual return | 14.93% | 106.41%-91.5pp | 591.07%-576.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,176 | $3,263-64.0% | $3,022-61.1% | $4,751-75.2% |
| Participant deferral / active EE | $3,938 | $4,836-18.6% | $4,438-11.3% | $6,710-41.3% |
| Admin fee / account holder | $8,463 | $6,408+32.1% | $5,614+50.7% | $11,403-25.8% |