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 | $98,770 | $105,998-6.8% | $92,233+7.1% | $147,584-33.1% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 44212.63% | 50.05%+44162.6pp | 176.28%+44036.4pp | 578.55%+43634.1pp |
| Employer contribution / active EE | $1,487 | $4,333-65.7% | $3,679-59.6% | $4,876-69.5% |
| Participant deferral / active EE | $4,303 | $4,478-3.9% | $3,897+10.4% | $5,439-20.9% |
| Admin fee / account holder | $27,242 | $6,332+330.2% | $5,194+424.5% | $10,885+150.3% |