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 | $50,801 | $30,400+67.1% | $53,898-5.7% | $84,808-40.1% |
| Participation rate | 28.6% | 46.4%-17.9pp | 55.0%-26.4pp | 68.3%-39.7pp |
| Annual return | 16.42% | 500.19%-483.8pp | 528.60%-512.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $842 | $603+39.7% | $932-9.6% | $2,631-68.0% |
| Participant deferral / active EE | $1,930 | $1,199+61.0% | $1,826+5.7% | $4,212-54.2% |
| Admin fee / account holder | $3,054 | $1,993+53.2% | $2,491+22.6% | $7,344-58.4% |