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 | $106,579 | $96,635+10.3% | $86,612+23.1% | $139,434-23.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 15.51% | 106.41%-90.9pp | 591.07%-575.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $3,975 | $3,263+21.8% | $3,022+31.5% | $4,751-16.3% |
| Participant deferral / active EE | $8,889 | $4,836+83.8% | $4,438+100.3% | $6,710+32.5% |
| Admin fee / account holder | $11,188 | $6,408+74.6% | $5,614+99.3% | $11,403-1.9% |