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 | $68,614 | $70,606-2.8% | $53,898+27.3% | $142,382-51.8% |
| Participation rate | 69.6% | 63.7%+5.9pp | 55.0%+14.6pp | 80.1%-10.6pp |
| Annual return | 21.09% | 619.81%-598.7pp | 528.60%-507.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,844 | $1,202+219.8% | $932+312.5% | $4,299-10.6% |
| Participant deferral / active EE | $6,636 | $2,364+180.7% | $1,826+263.4% | $6,507+2.0% |
| Admin fee / account holder | $3,235 | $2,852+13.4% | $2,491+29.9% | $12,624-74.4% |