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 | $99,471 | $102,604-3.1% | $86,188+15.4% | $139,434-28.7% |
| Participation rate | 63.6% | 74.5%-10.9pp | 69.0%-5.3pp | 80.3%-16.7pp |
| Annual return | 18.13% | 1922.51%-1904.4pp | 1168.45%-1150.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,412 | $3,032-53.4% | $2,380-40.7% | $4,751-70.3% |
| Participant deferral / active EE | $3,626 | $4,676-22.4% | $3,985-9.0% | $6,710-46.0% |
| Admin fee / account holder | $546 | $8,657-93.7% | $6,852-92.0% | $11,403-95.2% |