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 | $60,925 | $99,020-38.5% | $86,590-29.6% | $147,584-58.7% |
| Participation rate | 61.1% | 76.3%-15.2pp | 73.5%-12.4pp | 82.8%-21.7pp |
| Annual return | 14.92% | 1312.34%-1297.4pp | 964.84%-949.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,364 | $3,132-56.4% | $2,839-52.0% | $4,876-72.0% |
| Participant deferral / active EE | $5,454 | $3,972+37.3% | $3,609+51.1% | $5,439+0.3% |
| Admin fee / account holder | $8,804 | $5,710+54.2% | $4,906+79.5% | $10,885-19.1% |