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 | $129,624 | $90,348+43.5% | $75,972+70.6% | $145,922-11.2% |
| Participation rate | 47.6% | 74.5%-26.8pp | 69.1%-21.4pp | 80.3%-32.7pp |
| Annual return | 15.40% | 620.88%-605.5pp | 359.55%-344.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,985 | $3,311-40.0% | $2,685-26.1% | $4,660-57.4% |
| Participant deferral / active EE | $3,991 | $5,162-22.7% | $4,255-6.2% | $6,688-40.3% |
| Admin fee / account holder | $1,167 | $8,467-86.2% | $6,467-82.0% | $13,397-91.3% |