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 7-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 | $121,476 | $70,587+72.1% | $124,672-2.6% | $85,850+41.5% |
| Participation rate | 67.7% | 64.4%+3.3pp | 74.6%-6.9pp | 69.3%-1.6pp |
| Annual return | 17.10% | 20688.83%-20671.7pp | 5142.93%-5125.8pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,496 | $1,913-21.8% | $3,324-55.0% | $2,565-41.7% |
| Participant deferral / active EE | $5,654 | $2,969+90.5% | $4,614+22.5% | $3,952+43.1% |
| Admin fee / account holder | $9,918 | $5,282+87.8% | $7,493+32.4% | $6,260+58.4% |