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 | $88,245 | $99,020-10.9% | $86,590+1.9% | $147,584-40.2% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 21.60% | 1312.34%-1290.7pp | 964.84%-943.2pp | 578.55%-557.0pp |
| Employer contribution / active EE | $729 | $3,132-76.7% | $2,839-74.3% | $4,876-85.1% |
| Participant deferral / active EE | $1,219 | $3,972-69.3% | $3,609-66.2% | $5,439-77.6% |
| Admin fee / account holder | $1,591 | $5,710-72.1% | $4,906-67.6% | $10,885-85.4% |