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 | $113,688 | $124,185-8.5% | $108,410+4.9% | $167,490-32.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 15.96% | 1379.64%-1363.7pp | 905.27%-889.3pp | 478.56%-462.6pp |
| Employer contribution / active EE | $586 | $4,187-86.0% | $3,558-83.5% | $4,837-87.9% |
| Participant deferral / active EE | $3,087 | $6,908-55.3% | $6,563-53.0% | $6,341-51.3% |
| Admin fee / account holder | $9,630 | $9,455+1.8% | $7,295+32.0% | $12,309-21.8% |