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 | $99,366 | $96,305+3.2% | $80,569+23.3% | $139,434-28.7% |
| Participation rate | 61.5% | 73.6%-12.1pp | 67.0%-5.5pp | 80.3%-18.8pp |
| Annual return | 15.73% | 1350.08%-1334.4pp | 935.43%-919.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,270 | $3,262-30.4% | $2,723-16.6% | $4,751-52.2% |
| Participant deferral / active EE | $4,536 | $5,232-13.3% | $4,447+2.0% | $6,710-32.4% |
| Admin fee / account holder | $1,677 | $6,599-74.6% | $5,377-68.8% | $11,403-85.3% |