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 | $60,417 | $56,199+7.5% | $67,652-10.7% | $59,632+1.3% |
| Participation rate | 69.6% | 71.5%-1.9pp | 75.7%-6.1pp | 68.7%+0.9pp |
| Annual return | 1.08% | 18505.31%-18504.2pp | 6625.04%-6624.0pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $1,289 | $1,614-20.2% | $2,266-43.1% | $2,203-41.5% |
| Participant deferral / active EE | $2,352 | $2,844-17.3% | $3,560-33.9% | $3,192-26.3% |
| Admin fee / account holder | $9,156 | $3,958+131.3% | $4,821+89.9% | $4,297+113.1% |