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 5-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 | $99,154 | $76,738+29.2% | $56,411+75.8% | $145,922-32.0% |
| Participation rate | 18.2% | 63.2%-45.0pp | 52.5%-34.3pp | 80.3%-62.1pp |
| Annual return | 23.59% | 2994.23%-2970.6pp | 1701.33%-1677.7pp | 561.29%-537.7pp |
| Employer contribution / active EE | $371 | $1,380-73.1% | $1,039-64.3% | $4,660-92.0% |
| Participant deferral / active EE | $4,867 | $2,623+85.6% | $1,952+149.3% | $6,688-27.2% |
| Admin fee / account holder | $554 | $3,334-83.4% | $2,829-80.4% | $13,397-95.9% |