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 | $128,900 | $102,604+25.6% | $86,188+49.6% | $139,434-7.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 11.13% | 1922.51%-1911.4pp | 1168.45%-1157.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,040 | $3,032-65.7% | $2,380-56.3% | $4,751-78.1% |
| Participant deferral / active EE | $2,841 | $4,676-39.2% | $3,985-28.7% | $6,710-57.7% |
| Admin fee / account holder | $1,225 | $8,657-85.9% | $6,852-82.1% | $11,403-89.3% |