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 | $102,596 | $99,020+3.6% | $86,590+18.5% | $147,584-30.5% |
| Participation rate | 65.0% | 76.3%-11.3pp | 73.5%-8.5pp | 82.8%-17.8pp |
| Annual return | 10.12% | 1312.34%-1302.2pp | 964.84%-954.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $821 | $3,132-73.8% | $2,839-71.1% | $4,876-83.2% |
| Participant deferral / active EE | $4,948 | $3,972+24.6% | $3,609+37.1% | $5,439-9.0% |
| Admin fee / account holder | $5,151 | $5,710-9.8% | $4,906+5.0% | $10,885-52.7% |