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 | $119,198 | $99,020+20.4% | $86,590+37.7% | $147,584-19.2% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 17.67% | 1312.34%-1294.7pp | 964.84%-947.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,096 | $3,132-65.0% | $2,839-61.4% | $4,876-77.5% |
| Participant deferral / active EE | $5,520 | $3,972+39.0% | $3,609+53.0% | $5,439+1.5% |
| Admin fee / account holder | $1,597 | $5,710-72.0% | $4,906-67.4% | $10,885-85.3% |