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 | $53,878 | $100,852-46.6% | $90,404-40.4% | $158,922-66.1% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 19.12% | 1724.20%-1705.1pp | 1293.02%-1273.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,152 | $3,689-68.8% | $3,262-64.7% | $4,761-75.8% |
| Participant deferral / active EE | $5,504 | $4,348+26.6% | $3,963+38.9% | $5,982-8.0% |
| Admin fee / account holder | $435 | $6,501-93.3% | $5,611-92.2% | $11,246-96.1% |