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 | $60,082 | $185,200-67.6% | $142,863-57.9% | $167,490-64.1% |
| Participation rate | 66.7% | 78.4%-11.8pp | 71.9%-5.3pp | 82.1%-15.4pp |
| Annual return | 12.34% | 8555.70%-8543.4pp | 5637.54%-5625.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,519 | $5,604-72.9% | $4,144-63.4% | $4,837-68.6% |
| Participant deferral / active EE | $3,086 | $4,494-31.3% | $3,837-19.6% | $6,341-51.3% |
| Admin fee / account holder | $19,295 | $8,031+140.3% | $6,560+194.1% | $12,309+56.8% |