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 | $81,608 | $105,998-23.0% | $92,233-11.5% | $147,584-44.7% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 13.08% | 50.05%-37.0pp | 176.28%-163.2pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,251 | $4,333-71.1% | $3,679-66.0% | $4,876-74.4% |
| Participant deferral / active EE | $6,000 | $4,478+34.0% | $3,897+54.0% | $5,439+10.3% |
| Admin fee / account holder | $49,199 | $6,332+677.0% | $5,194+847.3% | $10,885+352.0% |