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 5-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 | $34,876 | $29,660+17.6% | $56,411-38.2% | $80,856-56.9% |
| Participation rate | 31.1% | 41.6%-10.6pp | 52.5%-21.4pp | 67.6%-36.6pp |
| Annual return | 97.44% | 35.23%+62.2pp | 1701.33%-1603.9pp | 35.59%+61.8pp |
| Employer contribution / active EE | $459 | $669-31.4% | $1,039-55.8% | $2,755-83.3% |
| Participant deferral / active EE | $1,174 | $1,226-4.2% | $1,952-39.8% | $4,296-72.7% |
| Admin fee / account holder | $2,100 | $2,428-13.5% | $2,829-25.8% | $6,918-69.6% |