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 | $111,037 | $100,041+11.0% | $149,718-25.8% | $70,131+58.3% |
| Participation rate | 68.0% | 83.6%-15.6pp | 87.1%-19.1pp | 69.5%-1.5pp |
| Annual return | 22.44% | 27.43%-5.0pp | 1501.63%-1479.2pp | 73.14%-50.7pp |
| Employer contribution / active EE | $2,038 | $3,662-44.3% | $5,445-62.6% | $2,342-13.0% |
| Participant deferral / active EE | $4,160 | $4,983-16.5% | $6,569-36.7% | $3,332+24.8% |
| Admin fee / account holder | $1,020 | $8,286-87.7% | $11,283-91.0% | $4,645-78.1% |