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 | $69,398 | $100,852-31.2% | $90,404-23.2% | $158,922-56.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 11.81% | 1724.20%-1712.4pp | 1293.02%-1281.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,185 | $3,689-13.7% | $3,262-2.4% | $4,761-33.1% |
| Participant deferral / active EE | $6,825 | $4,348+57.0% | $3,963+72.2% | $5,982+14.1% |
| Admin fee / account holder | $10,367 | $6,501+59.5% | $5,611+84.8% | $11,246-7.8% |