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 | $76,403 | $165,912-53.9% | $122,332-37.5% | $147,584-48.2% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 11.83% | 34.55%-22.7pp | 30.27%-18.4pp | 578.55%-566.7pp |
| Employer contribution / active EE | $5,300 | $5,754-7.9% | $4,050+30.8% | $4,876+8.7% |
| Participant deferral / active EE | $12,000 | $4,005+199.6% | $3,287+265.1% | $5,439+120.6% |
| Admin fee / account holder | $641 | $7,424-91.4% | $5,478-88.3% | $10,885-94.1% |