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 | $86,636 | $57,281+51.2% | $86,6120% | $75,163+15.3% |
| Participation rate | 40.3% | 63.2%-22.9pp | 71.7%-31.4pp | 67.2%-26.9pp |
| Annual return | 19.88% | 2670.75%-2650.9pp | 591.07%-571.2pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,064 | $2,314-54.0% | $3,022-64.8% | $2,670-60.2% |
| Participant deferral / active EE | $1,499 | $3,318-54.8% | $4,438-66.2% | $4,125-63.7% |
| Admin fee / account holder | $7,399 | $4,112+80.0% | $5,614+31.8% | $5,651+30.9% |