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 | $46,758 | $76,738-39.1% | $56,411-17.1% | $145,922-68.0% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 15.47% | 2994.23%-2978.8pp | 1701.33%-1685.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $400 | $1,380-71.0% | $1,039-61.5% | $4,660-91.4% |
| Participant deferral / active EE | $400 | $2,623-84.8% | $1,952-79.5% | $6,688-94.0% |
| Admin fee / account holder | $1,175 | $3,334-64.7% | $2,829-58.5% | $13,397-91.2% |