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 | $73,872 | $108,642-32.0% | $74,701-1.1% | $152,861-51.7% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.4%-49.1pp |
| Annual return | 19.52% | 114.06%-94.5pp | 752.92%-733.4pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,787 | $1,503+18.9% | $1,084+64.9% | $4,762-62.5% |
| Participant deferral / active EE | $3,563 | $2,712+31.4% | $1,964+81.5% | $5,850-39.1% |
| Admin fee / account holder | $731 | $4,902-85.1% | $3,333-78.1% | $11,596-93.7% |