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 | $100,775 | $104,907-3.9% | $84,611+19.1% | $152,861-34.1% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 37.49% | 373.79%-336.3pp | 258.74%-221.3pp | 345.32%-307.8pp |
| Employer contribution / active EE | $3,967 | $3,302+20.2% | $2,652+49.6% | $4,762-16.7% |
| Participant deferral / active EE | $12,632 | $4,688+169.5% | $3,899+224.0% | $5,850+115.9% |
| Admin fee / account holder | $16,059 | $6,241+157.3% | $4,912+226.9% | $11,596+38.5% |