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 | $108,516 | $169,161-35.9% | $129,295-16.1% | $145,959-25.7% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.6%-12.5pp | 80.3%-23.1pp |
| Annual return | 13.50% | 14348.07%-14334.6pp | 9429.28%-9415.8pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,031 | $5,543-63.4% | $4,157-51.1% | $4,661-56.4% |
| Participant deferral / active EE | $6,324 | $4,989+26.7% | $4,169+51.7% | $6,689-5.5% |
| Admin fee / account holder | $494 | $9,878-95.0% | $7,665-93.6% | $13,398-96.3% |