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 | $73,025 | $58,927+23.9% | $76,817-4.9% | $72,985+0.1% |
| Participation rate | 54.5% | 67.3%-12.8pp | 72.1%-17.5pp | 69.5%-14.9pp |
| Annual return | 22.12% | 2305.64%-2283.5pp | 1166.11%-1144.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,620 | $1,787-9.3% | $2,302-29.6% | $2,440-33.6% |
| Participant deferral / active EE | $3,599 | $2,690+33.8% | $3,336+7.9% | $3,607-0.2% |
| Admin fee / account holder | $350 | $4,013-91.3% | $6,420-94.6% | $5,124-93.2% |