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 | $115,689 | $100,852+14.7% | $90,404+28.0% | $158,922-27.2% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 26.41% | 1724.20%-1697.8pp | 1293.02%-1266.6pp | 302.83%-276.4pp |
| Employer contribution / active EE | $4,401 | $3,689+19.3% | $3,262+34.9% | $4,761-7.6% |
| Participant deferral / active EE | $7,005 | $4,348+61.1% | $3,963+76.8% | $5,982+17.1% |
| Admin fee / account holder | $476 | $6,501-92.7% | $5,611-91.5% | $11,246-95.8% |