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 3-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 | $4,779 | $88,751-94.6% | $81,812-94.2% | $145,922-96.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 67.30% | 1025.40%-958.1pp | 773.79%-706.5pp | 561.29%-494.0pp |
| Employer contribution / active EE | $420 | $3,083-86.4% | $2,912-85.6% | $4,660-91.0% |
| Participant deferral / active EE | $2,863 | $4,643-38.3% | $4,319-33.7% | $6,688-57.2% |
| Admin fee / account holder | $1,753 | $8,415-79.2% | $7,386-76.3% | $13,397-86.9% |