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 | $245,794 | $88,751+176.9% | $81,812+200.4% | $145,922+68.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 12.54% | 1025.40%-1012.9pp | 773.79%-761.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,902 | $3,083-38.3% | $2,912-34.7% | $4,660-59.2% |
| Participant deferral / active EE | $3,551 | $4,643-23.5% | $4,319-17.8% | $6,688-46.9% |
| Admin fee / account holder | $1,001 | $8,415-88.1% | $7,386-86.4% | $13,397-92.5% |