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 | $72,807 | $108,642-33.0% | $74,701-2.5% | $152,861-52.4% |
| Participation rate | 21.1% | 65.3%-44.3pp | 54.5%-33.4pp | 82.4%-61.4pp |
| Annual return | 23.31% | 114.06%-90.8pp | 752.92%-729.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,194 | $1,503+46.0% | $1,084+102.4% | $4,762-53.9% |
| Participant deferral / active EE | $508 | $2,712-81.3% | $1,964-74.1% | $5,850-91.3% |
| Admin fee / account holder | $526 | $4,902-89.3% | $3,333-84.2% | $11,596-95.5% |