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 | $89,471 | $102,604-12.8% | $86,188+3.8% | $139,434-35.8% |
| Participation rate | 65.2% | 74.5%-9.3pp | 69.0%-3.7pp | 80.3%-15.1pp |
| Annual return | 15.37% | 1922.51%-1907.1pp | 1168.45%-1153.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,128 | $3,032-62.8% | $2,380-52.6% | $4,751-76.3% |
| Participant deferral / active EE | $5,253 | $4,676+12.3% | $3,985+31.8% | $6,710-21.7% |
| Admin fee / account holder | $3,964 | $8,657-54.2% | $6,852-42.1% | $11,403-65.2% |