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 | $95,161 | $97,757-2.7% | $83,848+13.5% | $135,375-29.7% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | 1.55% | 1287.37%-1285.8pp | 850.88%-849.3pp | 519.73%-518.2pp |
| Employer contribution / active EE | $1,299 | $4,222-69.2% | $3,631-64.2% | $4,779-72.8% |
| Participant deferral / active EE | $4,659 | $4,682-0.5% | $4,082+14.2% | $5,609-16.9% |
| Admin fee / account holder | $3,333 | $6,674-50.1% | $5,478-39.2% | $10,827-69.2% |