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 | $60,929 | $88,710-31.3% | $81,783-25.5% | $145,959-58.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.59% | 1027.26%-1012.7pp | 775.05%-760.5pp | 561.95%-547.4pp |
| Employer contribution / active EE | $3,913 | $3,083+26.9% | $2,913+34.3% | $4,661-16.0% |
| Participant deferral / active EE | $2,823 | $4,645-39.2% | $4,320-34.7% | $6,689-57.8% |
| Admin fee / account holder | $4,742 | $8,407-43.6% | $7,380-35.7% | $13,398-64.6% |