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 5-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 | $135,986 | $142,344-4.5% | $119,609+13.7% | $134,475+1.1% |
| Participation rate | 68.4% | 82.8%-14.4pp | 79.3%-10.8pp | 81.2%-12.8pp |
| Annual return | 17279.53% | -12.44%+17292.0pp | -14.97%+17294.5pp | 417.96%+16861.6pp |
| Employer contribution / active EE | $1,701 | $5,222-67.4% | $4,232-59.8% | $4,740-64.1% |
| Participant deferral / active EE | $4,366 | $6,469-32.5% | $5,602-22.1% | $6,400-31.8% |
| Admin fee / account holder | $496 | $13,584-96.4% | $10,323-95.2% | $11,426-95.7% |