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 | $55,547 | $57,281-3.0% | $86,612-35.9% | $75,163-26.1% |
| Participation rate | 63.2% | 63.2%0pp | 71.7%-8.5pp | 67.2%-4.0pp |
| Annual return | 16.90% | 2670.75%-2653.8pp | 591.07%-574.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,966 | $2,314+28.1% | $3,022-1.9% | $2,670+11.1% |
| Participant deferral / active EE | $5,633 | $3,318+69.8% | $4,438+26.9% | $4,125+36.6% |
| Admin fee / account holder | $790 | $4,112-80.8% | $5,614-85.9% | $5,651-86.0% |