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 | $90,176 | $101,317-11.0% | $146,958-38.6% | $74,495+21.1% |
| Participation rate | 69.7% | 75.5%-5.9pp | 82.2%-12.5pp | 67.2%+2.5pp |
| Annual return | 16.57% | 8730.91%-8714.3pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,253 | $3,810-67.1% | $4,933-74.6% | $2,623-52.2% |
| Participant deferral / active EE | $6,206 | $7,303-15.0% | $8,070-23.1% | $4,346+42.8% |
| Admin fee / account holder | $4,230 | $1,739+143.2% | $12,998-67.5% | $1,942+117.8% |