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 | $110,260 | $100,852+9.3% | $90,404+22.0% | $158,922-30.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 12.45% | 1724.20%-1711.8pp | 1293.02%-1280.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,079 | $3,689-43.6% | $3,262-36.3% | $4,761-56.3% |
| Participant deferral / active EE | $7,135 | $4,348+64.1% | $3,963+80.0% | $5,982+19.3% |
| Admin fee / account holder | $2,575 | $6,501-60.4% | $5,611-54.1% | $11,246-77.1% |