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 | $109,399 | $81,625+34.0% | $58,482+87.1% | $139,434-21.5% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 9.38% | 7404.20%-7394.8pp | 4239.32%-4229.9pp | 372.94%-363.6pp |
| Employer contribution / active EE | $1,048 | $1,398-25.0% | $1,053-0.5% | $4,751-77.9% |
| Participant deferral / active EE | $2,191 | $2,557-14.3% | $1,924+13.9% | $6,710-67.3% |
| Admin fee / account holder | $616 | $3,265-81.1% | $2,516-75.5% | $11,403-94.6% |