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 | $64,609 | $109,327-40.9% | $89,391-27.7% | $158,922-59.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 11.52% | 345.68%-334.2pp | 245.62%-234.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,183 | $3,170-31.1% | $2,586-15.6% | $4,761-54.1% |
| Participant deferral / active EE | $6,040 | $4,598+31.4% | $3,890+55.3% | $5,982+1.0% |
| Admin fee / account holder | $9,047 | $6,153+47.0% | $4,881+85.3% | $11,246-19.5% |