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 | $78,731 | $99,020-20.5% | $86,590-9.1% | $147,584-46.7% |
| Participation rate | 68.4% | 76.3%-7.9pp | 73.5%-5.1pp | 82.8%-14.4pp |
| Annual return | 11.93% | 1312.34%-1300.4pp | 964.84%-952.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $449 | $3,132-85.7% | $2,839-84.2% | $4,876-90.8% |
| Participant deferral / active EE | $4,535 | $3,972+14.2% | $3,609+25.7% | $5,439-16.6% |
| Admin fee / account holder | $18,605 | $5,710+225.8% | $4,906+279.3% | $10,885+70.9% |