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 | $62,615 | $156,846-60.1% | $121,098-48.3% | $139,434-55.1% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 17.09% | 1474.56%-1457.5pp | 985.75%-968.7pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,657 | $5,536-52.0% | $4,164-36.2% | $4,751-44.1% |
| Participant deferral / active EE | $6,451 | $4,844+33.2% | $4,080+58.1% | $6,710-3.9% |
| Admin fee / account holder | $799 | $6,946-88.5% | $5,644-85.8% | $11,403-93.0% |