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 | $70,615 | $81,625-13.5% | $58,482+20.7% | $139,434-49.4% |
| Participation rate | 68.4% | 61.3%+7.1pp | 50.9%+17.6pp | 80.3%-11.9pp |
| Annual return | 16.76% | 7404.20%-7387.4pp | 4239.32%-4222.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,316 | $1,398+137.2% | $1,053+214.8% | $4,751-30.2% |
| Participant deferral / active EE | $1,184 | $2,557-53.7% | $1,924-38.4% | $6,710-82.4% |
| Admin fee / account holder | $1,121 | $3,265-65.7% | $2,516-55.5% | $11,403-90.2% |