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 | $98,579 | $70,756+39.3% | $65,493+50.5% | $142,382-30.8% |
| Participation rate | 63.2% | 77.4%-14.2pp | 73.1%-9.9pp | 80.1%-17.0pp |
| Annual return | 15.96% | 1754.89%-1738.9pp | 982.45%-966.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $905 | $2,881-68.6% | $2,574-64.9% | $4,299-79.0% |
| Participant deferral / active EE | $3,330 | $4,637-28.2% | $3,961-15.9% | $6,507-48.8% |
| Admin fee / account holder | $1,563 | $6,559-76.2% | $5,028-68.9% | $12,624-87.6% |