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 | $97,167 | $108,642-10.6% | $74,701+30.1% | $152,861-36.4% |
| Participation rate | 30.0% | 65.3%-35.3pp | 54.5%-24.5pp | 82.4%-52.4pp |
| Annual return | 22.72% | 114.06%-91.3pp | 752.92%-730.2pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,077 | $1,503-28.3% | $1,084-0.6% | $4,762-77.4% |
| Participant deferral / active EE | $2,350 | $2,712-13.4% | $1,964+19.7% | $5,850-59.8% |
| Admin fee / account holder | $494 | $4,902-89.9% | $3,333-85.2% | $11,596-95.7% |