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 | $110,656 | $121,625-9.0% | $104,607+5.8% | $158,922-30.4% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 4.71% | 465.26%-460.5pp | 340.46%-335.8pp | 302.83%-298.1pp |
| Employer contribution / active EE | $7,084 | $3,163+124.0% | $2,681+164.3% | $4,761+48.8% |
| Participant deferral / active EE | $767 | $4,177-81.6% | $3,740-79.5% | $5,982-87.2% |
| Admin fee / account holder | $701 | $7,787-91.0% | $6,473-89.2% | $11,246-93.8% |