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 5-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 | $84,398 | $95,862-12.0% | $79,550+6.1% | $134,475-37.2% |
| Participation rate | 53.3% | 75.0%-21.7pp | 69.5%-16.2pp | 81.2%-27.9pp |
| Annual return | 2838.94% | -2.69%+2841.6pp | 0.16%+2838.8pp | 417.96%+2421.0pp |
| Employer contribution / active EE | $759 | $3,128-75.7% | $2,413-68.5% | $4,740-84.0% |
| Participant deferral / active EE | $3,215 | $4,693-31.5% | $3,985-19.3% | $6,400-49.8% |
| Admin fee / account holder | $453 | $9,126-95.0% | $6,832-93.4% | $11,426-96.0% |