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 | $59,259 | $114,381-48.2% | $107,525-44.9% | $142,382-58.4% |
| Participation rate | 44.4% | 78.1%-33.7pp | 75.1%-30.6pp | 80.1%-35.7pp |
| Annual return | 12.63% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $9,445 | $4,015+135.3% | $3,754+151.6% | $4,299+119.7% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $42,183 | $9,860+327.8% | $8,919+373.0% | $12,624+234.2% |