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 | $99,252 | $112,096-11.5% | $95,952+3.4% | $158,922-37.5% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 12.80% | 171.09%-158.3pp | 91.61%-78.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,904 | $3,198-40.5% | $2,541-25.1% | $4,761-60.0% |
| Participant deferral / active EE | $5,659 | $4,784+18.3% | $4,167+35.8% | $5,982-5.4% |
| Admin fee / account holder | $1,772 | $10,130-82.5% | $6,795-73.9% | $11,246-84.2% |