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 | $95,788 | $96,305-0.5% | $80,569+18.9% | $139,434-31.3% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 11.02% | 1350.08%-1339.1pp | 935.43%-924.4pp | 372.94%-361.9pp |
| Employer contribution / active EE | $2,698 | $3,262-17.3% | $2,723-0.9% | $4,751-43.2% |
| Participant deferral / active EE | $6,333 | $5,232+21.0% | $4,447+42.4% | $6,710-5.6% |
| Admin fee / account holder | $770 | $6,599-88.3% | $5,377-85.7% | $11,403-93.2% |