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 | $123,600 | $96,305+28.3% | $80,569+53.4% | $139,434-11.4% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 22.53% | 1350.08%-1327.6pp | 935.43%-912.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,383 | $3,262-57.6% | $2,723-49.2% | $4,751-70.9% |
| Participant deferral / active EE | $7,850 | $5,232+50.0% | $4,447+76.5% | $6,710+17.0% |
| Admin fee / account holder | $8,659 | $6,599+31.2% | $5,377+61.0% | $11,403-24.1% |