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 | $118,224 | $180,749-34.6% | $160,784-26.5% | $137,256-13.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 15.87% | 2234.46%-2218.6pp | 1803.92%-1788.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,720 | $4,155-58.6% | $3,733-53.9% | $4,156-58.6% |
| Participant deferral / active EE | $8,366 | $6,844+22.2% | $6,293+32.9% | $6,407+30.6% |
| Admin fee / account holder | $1,400 | $10,397-86.5% | $9,717-85.6% | $12,270-88.6% |