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 | $91,725 | $49,173+86.5% | $121,098-24.3% | $75,163+22.0% |
| Participation rate | 15.8% | 55.4%-39.6pp | 69.5%-53.7pp | 67.2%-51.4pp |
| Annual return | 27.16% | 55.99%-28.8pp | 985.75%-958.6pp | 160.62%-133.5pp |
| Employer contribution / active EE | $504 | $1,546-67.4% | $4,164-87.9% | $2,670-81.1% |
| Participant deferral / active EE | $1,352 | $2,628-48.6% | $4,080-66.9% | $4,125-67.2% |
| Admin fee / account holder | $334 | $3,942-91.5% | $5,644-94.1% | $5,651-94.1% |