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 | $80,403 | $202,318-60.3% | $172,739-53.5% | $152,861-47.4% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 24.23% | 1029.65%-1005.4pp | 802.84%-778.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,696 | $5,856-54.0% | $5,143-47.6% | $4,762-43.4% |
| Participant deferral / active EE | $7,300 | $5,948+22.7% | $5,198+40.4% | $5,850+24.8% |
| Admin fee / account holder | $547 | $17,109-96.8% | $13,954-96.1% | $11,596-95.3% |