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 | $94,855 | $88,710+6.9% | $81,783+16.0% | $145,959-35.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.49% | 1027.26%-1015.8pp | 775.05%-763.6pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,800 | $3,083-41.6% | $2,913-38.2% | $4,661-61.4% |
| Participant deferral / active EE | $3,034 | $4,645-34.7% | $4,320-29.8% | $6,689-54.6% |
| Admin fee / account holder | $1,673 | $8,407-80.1% | $7,380-77.3% | $13,398-87.5% |