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 | $97,574 | $171,865-43.2% | $149,718-34.8% | $147,584-33.9% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 10.37% | 2113.22%-2102.8pp | 1501.63%-1491.3pp | 578.55%-568.2pp |
| Employer contribution / active EE | $1,405 | $6,275-77.6% | $5,445-74.2% | $4,876-71.2% |
| Participant deferral / active EE | $7,776 | $7,271+6.9% | $6,569+18.4% | $5,439+43.0% |
| Admin fee / account holder | $24,566 | $13,799+78.0% | $11,283+117.7% | $10,885+125.7% |