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 | $99,548 | $101,317-1.7% | $146,958-32.3% | $74,495+33.6% |
| Participation rate | 60.6% | 75.5%-15.0pp | 82.2%-21.6pp | 67.2%-6.6pp |
| Annual return | 15.77% | 8730.91%-8715.1pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,694 | $3,810-29.3% | $4,933-45.4% | $2,623+2.7% |
| Participant deferral / active EE | $6,235 | $7,303-14.6% | $8,070-22.7% | $4,346+43.5% |
| Admin fee / account holder | $30,150 | $1,739+1633.9% | $12,998+132.0% | $1,942+1452.7% |