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 | $46,495 | $81,625-43.0% | $58,482-20.5% | $139,434-66.7% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.7pp |
| Annual return | 180.39% | 7404.20%-7223.8pp | 4239.32%-4058.9pp | 372.94%-192.6pp |
| Employer contribution / active EE | $395 | $1,398-71.8% | $1,053-62.5% | $4,751-91.7% |
| Participant deferral / active EE | $2,116 | $2,557-17.2% | $1,924+10.0% | $6,710-68.5% |
| Admin fee / account holder | $305 | $3,265-90.6% | $2,516-87.9% | $11,403-97.3% |