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 | $97,212 | $96,305+0.9% | $80,569+20.7% | $139,434-30.3% |
| Participation rate | 69.2% | 73.6%-4.4pp | 67.0%+2.2pp | 80.3%-11.1pp |
| Annual return | 24.64% | 1350.08%-1325.4pp | 935.43%-910.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $2,082 | $3,262-36.2% | $2,723-23.6% | $4,751-56.2% |
| Participant deferral / active EE | $5,072 | $5,232-3.0% | $4,447+14.1% | $6,710-24.4% |
| Admin fee / account holder | $9,433 | $6,599+43.0% | $5,377+75.4% | $11,403-17.3% |