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 | $124,749 | $109,817+13.6% | $98,442+26.7% | $167,490-25.5% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 11.72% | 1956.69%-1945.0pp | 1492.73%-1481.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,417 | $3,224-56.0% | $2,960-52.1% | $4,837-70.7% |
| Participant deferral / active EE | $3,189 | $4,673-31.8% | $4,276-25.4% | $6,341-49.7% |
| Admin fee / account holder | $33,676 | $6,753+398.7% | $5,949+466.1% | $12,309+173.6% |