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 4-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 | $85,740 | $96,305-11.0% | $80,569+6.4% | $139,434-38.5% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 14.57% | 1350.08%-1335.5pp | 935.43%-920.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $827 | $3,262-74.7% | $2,723-69.6% | $4,751-82.6% |
| Participant deferral / active EE | $10,000 | $5,232+91.1% | $4,447+124.8% | $6,710+49.0% |
| Admin fee / account holder | $779 | $6,599-88.2% | $5,377-85.5% | $11,403-93.2% |