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 3-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 | $85,178 | $88,751-4.0% | $81,812+4.1% | $145,922-41.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 510.81% | 1025.40%-514.6pp | 773.79%-263.0pp | 561.29%-50.5pp |
| Employer contribution / active EE | $2,828 | $3,083-8.3% | $2,912-2.9% | $4,660-39.3% |
| Participant deferral / active EE | $7,261 | $4,643+56.4% | $4,319+68.1% | $6,688+8.6% |
| Admin fee / account holder | $2,417 | $8,415-71.3% | $7,386-67.3% | $13,397-82.0% |