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 | $58,614 | $202,318-71.0% | $172,739-66.1% | $152,861-61.7% |
| Participation rate | 64.7% | 87.1%-22.4pp | 82.6%-17.9pp | 82.4%-17.7pp |
| Annual return | 21.56% | 1029.65%-1008.1pp | 802.84%-781.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,105 | $5,856-64.1% | $5,143-59.1% | $4,762-55.8% |
| Participant deferral / active EE | $5,846 | $5,948-1.7% | $5,198+12.5% | $5,850-0.1% |
| Admin fee / account holder | $12,339 | $17,109-27.9% | $13,954-11.6% | $11,596+6.4% |