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 | $111,126 | $96,305+15.4% | $80,569+37.9% | $139,434-20.3% |
| Participation rate | 10.0% | 73.6%-63.6pp | 67.0%-57.0pp | 80.3%-70.3pp |
| Annual return | 15.90% | 1350.08%-1334.2pp | 935.43%-919.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $406 | $3,262-87.5% | $2,723-85.1% | $4,751-91.4% |
| Participant deferral / active EE | $3,000 | $5,232-42.7% | $4,447-32.5% | $6,710-55.3% |
| Admin fee / account holder | $1,445 | $6,599-78.1% | $5,377-73.1% | $11,403-87.3% |