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 | $5,052 | $34,934-85.5% | $56,411-91.0% | $74,495-93.2% |
| Participation rate | 64.6% | 32.8%+31.8pp | 52.5%+12.1pp | 67.2%-2.6pp |
| Annual return | 36.54% | 25.94%+10.6pp | 1701.33%-1664.8pp | 1364.94%-1328.4pp |
| Employer contribution / active EE | $576 | $609-5.5% | $1,039-44.6% | $2,623-78.0% |
| Participant deferral / active EE | $1,275 | $1,170+8.9% | $1,952-34.7% | $4,346-70.7% |
| Admin fee / account holder | $575 | $2,364-75.7% | $2,829-79.7% | $1,942-70.4% |