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 | $113,094 | $99,020+14.2% | $86,590+30.6% | $147,584-23.4% |
| Participation rate | 55.6% | 76.3%-20.8pp | 73.5%-18.0pp | 82.8%-27.3pp |
| Annual return | 19.19% | 1312.34%-1293.1pp | 964.84%-945.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $2,444 | $3,132-22.0% | $2,839-13.9% | $4,876-49.9% |
| Participant deferral / active EE | $4,287 | $3,972+7.9% | $3,609+18.8% | $5,439-21.2% |
| Admin fee / account holder | $806 | $5,710-85.9% | $4,906-83.6% | $10,885-92.6% |