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 | $70,867 | $56,199+26.1% | $67,652+4.8% | $59,632+18.8% |
| Participation rate | 65.9% | 71.5%-5.6pp | 75.7%-9.8pp | 68.7%-2.8pp |
| Annual return | 0.18% | 18505.31%-18505.1pp | 6625.04%-6624.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,140 | $1,614-29.4% | $2,266-49.7% | $2,203-48.2% |
| Participant deferral / active EE | $5,055 | $2,844+77.8% | $3,560+42.0% | $3,192+58.4% |
| Admin fee / account holder | $2,913 | $3,958-26.4% | $4,821-39.6% | $4,297-32.2% |