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 | $125,130 | $89,248+40.2% | $136,007-8.0% | $74,495+68.0% |
| Participation rate | 33.6% | 69.4%-35.8pp | 76.5%-42.8pp | 67.2%-33.6pp |
| Annual return | 19.84% | 22.76%-2.9pp | 579.32%-559.5pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $768 | $2,838-72.9% | $4,217-81.8% | $2,623-70.7% |
| Participant deferral / active EE | $2,534 | $4,598-44.9% | $7,025-63.9% | $4,346-41.7% |
| Admin fee / account holder | $8,227 | $1,545+432.4% | $6,858+20.0% | $1,942+323.7% |