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 | $143,598 | $101,317+41.7% | $146,958-2.3% | $74,495+92.8% |
| Participation rate | 58.5% | 75.5%-17.0pp | 82.2%-23.7pp | 67.2%-8.7pp |
| Annual return | 15.90% | 8730.91%-8715.0pp | 418.34%-402.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,709 | $3,810-55.2% | $4,933-65.4% | $2,623-34.9% |
| Participant deferral / active EE | $8,381 | $7,303+14.8% | $8,070+3.9% | $4,346+92.9% |
| Admin fee / account holder | $1,116 | $1,739-35.8% | $12,998-91.4% | $1,942-42.5% |