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 | $71,570 | $102,604-30.2% | $86,188-17.0% | $139,434-48.7% |
| Participation rate | 63.2% | 74.5%-11.3pp | 69.0%-5.8pp | 80.3%-17.2pp |
| Annual return | 24.27% | 1922.51%-1898.2pp | 1168.45%-1144.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $2,260 | $3,032-25.5% | $2,380-5.1% | $4,751-52.4% |
| Participant deferral / active EE | $5,069 | $4,676+8.4% | $3,985+27.2% | $6,710-24.5% |
| Admin fee / account holder | $5,615 | $8,657-35.1% | $6,852-18.1% | $11,403-50.8% |