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 | $114,930 | $88,751+29.5% | $81,812+40.5% | $145,922-21.2% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.3%-25.7pp | 80.3%-33.6pp |
| Annual return | 13.67% | 1025.40%-1011.7pp | 773.79%-760.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,191 | $3,083+35.9% | $2,912+43.9% | $4,660-10.1% |
| Participant deferral / active EE | $16,763 | $4,643+261.0% | $4,319+288.2% | $6,688+150.7% |
| Admin fee / account holder | $8,076 | $8,415-4.0% | $7,386+9.3% | $13,397-39.7% |