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 3-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 | $63,602 | $81,625-22.1% | $58,482+8.8% | $139,434-54.4% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.7pp |
| Annual return | 43.05% | 7404.20%-7361.1pp | 4239.32%-4196.3pp | 372.94%-329.9pp |
| Employer contribution / active EE | $945 | $1,398-32.4% | $1,053-10.3% | $4,751-80.1% |
| Participant deferral / active EE | $7,500 | $2,557+193.4% | $1,924+289.8% | $6,710+11.8% |
| Admin fee / account holder | $657 | $3,265-79.9% | $2,516-73.9% | $11,403-94.2% |