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 | $67,888 | $99,020-31.4% | $86,590-21.6% | $147,584-54.0% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 15.60% | 1312.34%-1296.7pp | 964.84%-949.2pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,772 | $3,132+20.4% | $2,839+32.8% | $4,876-22.7% |
| Participant deferral / active EE | $2,841 | $3,972-28.5% | $3,609-21.3% | $5,439-47.8% |
| Admin fee / account holder | $7,250 | $5,710+27.0% | $4,906+47.8% | $10,885-33.4% |