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 | $92,210 | $88,751+3.9% | $81,812+12.7% | $145,922-36.8% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.3%-14.0pp | 80.3%-21.9pp |
| Annual return | 11.55% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,718 | $3,083-11.9% | $2,912-6.7% | $4,660-41.7% |
| Participant deferral / active EE | $4,687 | $4,643+0.9% | $4,319+8.5% | $6,688-29.9% |
| Admin fee / account holder | $38,935 | $8,415+362.7% | $7,386+427.1% | $13,397+190.6% |