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 | $129,552 | $156,846-17.4% | $121,098+7.0% | $139,434-7.1% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 14.11% | 1474.56%-1460.4pp | 985.75%-971.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $696 | $5,536-87.4% | $4,164-83.3% | $4,751-85.4% |
| Participant deferral / active EE | $6,998 | $4,844+44.5% | $4,080+71.5% | $6,710+4.3% |
| Admin fee / account holder | $2,941 | $6,946-57.7% | $5,644-47.9% | $11,403-74.2% |