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 | $142,280 | $57,281+148.4% | $86,612+64.3% | $75,163+89.3% |
| Participation rate | 68.6% | 63.2%+5.4pp | 71.7%-3.1pp | 67.2%+1.4pp |
| Annual return | 21.09% | 2670.75%-2649.7pp | 591.07%-570.0pp | 160.62%-139.5pp |
| Employer contribution / active EE | $833 | $2,314-64.0% | $3,022-72.4% | $2,670-68.8% |
| Participant deferral / active EE | $7,870 | $3,318+137.2% | $4,438+77.3% | $4,125+90.8% |
| Admin fee / account holder | $855 | $4,112-79.2% | $5,614-84.8% | $5,651-84.9% |