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 | $61,632 | $88,751-30.6% | $81,812-24.7% | $145,922-57.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.3%-15.2pp | 80.3%-23.1pp |
| Annual return | 11.41% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,794 | $3,083-9.4% | $2,912-4.1% | $4,660-40.0% |
| Participant deferral / active EE | $6,596 | $4,643+42.1% | $4,319+52.7% | $6,688-1.4% |
| Admin fee / account holder | $16,689 | $8,415+98.3% | $7,386+126.0% | $13,397+24.6% |