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 | $64,490 | $49,173+31.2% | $121,098-46.7% | $75,163-14.2% |
| Participation rate | 47.0% | 55.4%-8.4pp | 69.5%-22.5pp | 67.2%-20.2pp |
| Annual return | 15.97% | 55.99%-40.0pp | 985.75%-969.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,137 | $1,546-26.4% | $4,164-72.7% | $2,670-57.4% |
| Participant deferral / active EE | $2,532 | $2,628-3.6% | $4,080-37.9% | $4,125-38.6% |
| Admin fee / account holder | $1,064 | $3,942-73.0% | $5,644-81.1% | $5,651-81.2% |