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 | $104,388 | $102,604+1.7% | $86,188+21.1% | $139,434-25.1% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 14.98% | 1922.51%-1907.5pp | 1168.45%-1153.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,020 | $3,032-66.4% | $2,380-57.1% | $4,751-78.5% |
| Participant deferral / active EE | $2,178 | $4,676-53.4% | $3,985-45.3% | $6,710-67.5% |
| Admin fee / account holder | $3,982 | $8,657-54.0% | $6,852-41.9% | $11,403-65.1% |