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 | $49,243 | $102,604-52.0% | $86,188-42.9% | $139,434-64.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 23.07% | 1922.51%-1899.4pp | 1168.45%-1145.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,232 | $3,032-26.4% | $2,380-6.2% | $4,751-53.0% |
| Participant deferral / active EE | $3,769 | $4,676-19.4% | $3,985-5.4% | $6,710-43.8% |
| Admin fee / account holder | $11,613 | $8,657+34.2% | $6,852+69.5% | $11,403+1.8% |