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 | $96,874 | $74,888+29.4% | $71,209+36.0% | $142,382-32.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 95.23% | 345.14%-249.9pp | 282.51%-187.3pp | 217.08%-121.8pp |
| Employer contribution / active EE | $688 | $2,854-75.9% | $2,721-74.7% | $4,299-84.0% |
| Participant deferral / active EE | $2,035 | $4,454-54.3% | $4,175-51.3% | $6,507-68.7% |
| Admin fee / account holder | $73,550 | $5,568+1220.9% | $5,349+1275.1% | $12,624+482.6% |