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 | $135,943 | $96,635+40.7% | $86,612+57.0% | $139,434-2.5% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 14.38% | 106.41%-92.0pp | 591.07%-576.7pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,864 | $3,263-42.9% | $3,022-38.3% | $4,751-60.8% |
| Participant deferral / active EE | $6,974 | $4,836+44.2% | $4,438+57.2% | $6,710+3.9% |
| Admin fee / account holder | $1,421 | $6,408-77.8% | $5,614-74.7% | $11,403-87.5% |