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 | $111,197 | $104,106+6.8% | $71,086+56.4% | $135,375-17.9% |
| Participation rate | 54.5% | 65.7%-11.1pp | 54.7%-0.1pp | 82.6%-28.1pp |
| Annual return | 6.03% | 1256.30%-1250.3pp | 650.59%-644.6pp | 519.73%-513.7pp |
| Employer contribution / active EE | $393 | $1,485-73.5% | $1,088-63.8% | $4,779-91.8% |
| Participant deferral / active EE | $4,007 | $2,527+58.6% | $1,874+113.8% | $5,609-28.6% |
| Admin fee / account holder | $911 | $4,142-78.0% | $3,082-70.4% | $10,827-91.6% |