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 | $52,028 | $169,032-69.2% | $129,207-59.7% | $145,922-64.3% |
| Participation rate | 65.0% | 76.4%-11.4pp | 69.6%-4.6pp | 80.3%-15.3pp |
| Annual return | 12.28% | 14330.11%-14317.8pp | 9417.33%-9405.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,139 | $5,537-79.4% | $4,153-72.6% | $4,660-75.6% |
| Participant deferral / active EE | $3,368 | $4,987-32.5% | $4,168-19.2% | $6,688-49.6% |
| Admin fee / account holder | $10,674 | $9,954+7.2% | $7,715+38.4% | $13,397-20.3% |