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 | $90,940 | $102,604-11.4% | $86,188+5.5% | $139,434-34.8% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 21.62% | 1922.51%-1900.9pp | 1168.45%-1146.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $671 | $3,032-77.9% | $2,380-71.8% | $4,751-85.9% |
| Participant deferral / active EE | $4,159 | $4,676-11.0% | $3,985+4.4% | $6,710-38.0% |
| Admin fee / account holder | $938 | $8,657-89.2% | $6,852-86.3% | $11,403-91.8% |