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 | $126,625 | $110,502+14.6% | $80,716+56.9% | $167,490-24.4% |
| Participation rate | 62.5% | 64.0%-1.5pp | 54.2%+8.3pp | 82.1%-19.6pp |
| Annual return | 11.67% | 120.54%-108.9pp | 87.28%-75.6pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,616 | $1,543+4.8% | $1,160+39.3% | $4,837-66.6% |
| Participant deferral / active EE | $5,105 | $2,871+77.8% | $2,146+137.9% | $6,341-19.5% |
| Admin fee / account holder | $1,833 | $4,545-59.7% | $3,380-45.8% | $12,309-85.1% |