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 | $106,181 | $99,020+7.2% | $86,590+22.6% | $147,584-28.1% |
| Participation rate | 15.4% | 76.3%-61.0pp | 73.5%-58.2pp | 82.8%-67.4pp |
| Annual return | 12.83% | 1312.34%-1299.5pp | 964.84%-952.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $176 | $3,132-94.4% | $2,839-93.8% | $4,876-96.4% |
| Participant deferral / active EE | $478 | $3,972-88.0% | $3,609-86.8% | $5,439-91.2% |
| Admin fee / account holder | $348 | $5,710-93.9% | $4,906-92.9% | $10,885-96.8% |