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 | $70,814 | $56,199+26.0% | $67,652+4.7% | $59,632+18.8% |
| Participation rate | 53.9% | 71.5%-17.5pp | 75.7%-21.7pp | 68.7%-14.7pp |
| Annual return | 3.20% | 18505.31%-18502.1pp | 6625.04%-6621.8pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $796 | $1,614-50.7% | $2,266-64.9% | $2,203-63.9% |
| Participant deferral / active EE | $2,666 | $2,844-6.3% | $3,560-25.1% | $3,192-16.5% |
| Admin fee / account holder | $966 | $3,958-75.6% | $4,821-80.0% | $4,297-77.5% |