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 | $106,268 | $88,751+19.7% | $81,812+29.9% | $145,922-27.2% |
| Participation rate | 65.2% | 75.0%-9.8pp | 72.3%-7.1pp | 80.3%-15.1pp |
| Annual return | 21.53% | 1025.40%-1003.9pp | 773.79%-752.3pp | 561.29%-539.8pp |
| Employer contribution / active EE | $2,198 | $3,083-28.7% | $2,912-24.5% | $4,660-52.8% |
| Participant deferral / active EE | $3,977 | $4,643-14.3% | $4,319-7.9% | $6,688-40.5% |
| Admin fee / account holder | $5,620 | $8,415-33.2% | $7,386-23.9% | $13,397-58.0% |