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 | $36,997 | $202,318-81.7% | $172,739-78.6% | $152,861-75.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 32.84% | 1029.65%-996.8pp | 802.84%-770.0pp | 345.32%-312.5pp |
| Employer contribution / active EE | $4,470 | $5,856-23.7% | $5,143-13.1% | $4,762-6.1% |
| Participant deferral / active EE | $6,919 | $5,948+16.3% | $5,198+33.1% | $5,850+18.3% |
| Admin fee / account holder | $5,714 | $17,109-66.6% | $13,954-59.0% | $11,596-50.7% |