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 | $115,034 | $100,041+15.0% | $149,718-23.2% | $70,131+64.0% |
| Participation rate | 57.1% | 83.6%-26.4pp | 87.1%-29.9pp | 69.5%-12.4pp |
| Annual return | 23.52% | 27.43%-3.9pp | 1501.63%-1478.1pp | 73.14%-49.6pp |
| Employer contribution / active EE | $1,176 | $3,662-67.9% | $5,445-78.4% | $2,342-49.8% |
| Participant deferral / active EE | $2,952 | $4,983-40.8% | $6,569-55.1% | $3,332-11.4% |
| Admin fee / account holder | $5,670 | $8,286-31.6% | $11,283-49.8% | $4,645+22.0% |