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 | $66,260 | $70,587-6.1% | $124,672-46.9% | $85,850-22.8% |
| Participation rate | 66.7% | 64.4%+2.3pp | 74.6%-7.9pp | 69.3%-2.6pp |
| Annual return | 12.79% | 20688.83%-20676.0pp | 5142.93%-5130.1pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,122 | $1,913+10.9% | $3,324-36.2% | $2,565-17.3% |
| Participant deferral / active EE | $4,391 | $2,969+47.9% | $4,614-4.8% | $3,952+11.1% |
| Admin fee / account holder | $323 | $5,282-93.9% | $7,493-95.7% | $6,260-94.8% |