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 5-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 | $111,655 | $109,817+1.7% | $98,442+13.4% | $167,490-33.3% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 11.08% | 1956.69%-1945.6pp | 1492.73%-1481.6pp | 478.56%-467.5pp |
| Employer contribution / active EE | $360 | $3,224-88.8% | $2,960-87.8% | $4,837-92.6% |
| Participant deferral / active EE | $9,419 | $4,673+101.6% | $4,276+120.3% | $6,341+48.5% |
| Admin fee / account holder | $1,008 | $6,753-85.1% | $5,949-83.1% | $12,309-91.8% |