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 | $86,254 | $53,516+61.2% | $126,539-31.8% | $84,808+1.7% |
| Participation rate | 34.5% | 58.2%-23.8pp | 69.8%-35.3pp | 68.3%-33.8pp |
| Annual return | 13.92% | 58.34%-44.4pp | 425.95%-412.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $739 | $1,535-51.9% | $3,674-79.9% | $2,631-71.9% |
| Participant deferral / active EE | $2,774 | $2,671+3.9% | $4,083-32.1% | $4,212-34.1% |
| Admin fee / account holder | $1,745 | $4,497-61.2% | $6,065-71.2% | $7,344-76.2% |