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 | $67,899 | $109,817-38.2% | $98,442-31.0% | $167,490-59.5% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 16.93% | 1956.69%-1939.8pp | 1492.73%-1475.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $4,183 | $3,224+29.7% | $2,960+41.3% | $4,837-13.5% |
| Participant deferral / active EE | $4,483 | $4,673-4.1% | $4,276+4.8% | $6,341-29.3% |
| Admin fee / account holder | $883 | $6,753-86.9% | $5,949-85.2% | $12,309-92.8% |