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 | $70,309 | $97,757-28.1% | $83,848-16.1% | $135,375-48.1% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | 7.49% | 1287.37%-1279.9pp | 850.88%-843.4pp | 519.73%-512.2pp |
| Employer contribution / active EE | $788 | $4,222-81.3% | $3,631-78.3% | $4,779-83.5% |
| Participant deferral / active EE | $4,800 | $4,682+2.5% | $4,082+17.6% | $5,609-14.4% |
| Admin fee / account holder | $546 | $6,674-91.8% | $5,478-90.0% | $10,827-95.0% |