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 | $69,251 | $198,466-65.1% | $170,442-59.4% | $147,584-53.1% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 17.51% | 257.29%-239.8pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,100 | $6,184-66.0% | $5,433-61.3% | $4,876-56.9% |
| Participant deferral / active EE | $5,896 | $5,629+4.7% | $4,939+19.4% | $5,439+8.4% |
| Admin fee / account holder | $24,335 | $16,852+44.4% | $13,880+75.3% | $10,885+123.6% |