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 | $68,422 | $210,648-67.5% | $177,989-61.6% | $145,922-53.1% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 10.30% | 385.86%-375.6pp | 294.48%-284.2pp | 561.29%-551.0pp |
| Employer contribution / active EE | $724 | $4,565-84.1% | $3,949-81.7% | $4,660-84.5% |
| Participant deferral / active EE | $3,203 | $6,958-54.0% | $6,276-49.0% | $6,688-52.1% |
| Admin fee / account holder | $25,994 | $12,013+116.4% | $10,363+150.8% | $13,397+94.0% |