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 | $140,039 | $100,041+40.0% | $149,718-6.5% | $70,131+99.7% |
| Participation rate | 69.7% | 83.6%-13.9pp | 87.1%-17.4pp | 69.5%+0.2pp |
| Annual return | 31.04% | 27.43%+3.6pp | 1501.63%-1470.6pp | 73.14%-42.1pp |
| Employer contribution / active EE | $1,431 | $3,662-60.9% | $5,445-73.7% | $2,342-38.9% |
| Participant deferral / active EE | $4,536 | $4,983-9.0% | $6,569-30.9% | $3,332+36.1% |
| Admin fee / account holder | $33,372 | $8,286+302.7% | $11,283+195.8% | $4,645+618.4% |