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 | $71,132 | $169,032-57.9% | $129,207-44.9% | $145,922-51.3% |
| Participation rate | 64.7% | 76.4%-11.7pp | 69.6%-4.9pp | 80.3%-15.6pp |
| Annual return | 12.58% | 14330.11%-14317.5pp | 9417.33%-9404.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,644 | $5,537-52.2% | $4,153-36.3% | $4,660-43.2% |
| Participant deferral / active EE | $4,998 | $4,987+0.2% | $4,168+19.9% | $6,688-25.3% |
| Admin fee / account holder | $1,427 | $9,954-85.7% | $7,715-81.5% | $13,397-89.3% |