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 | $94,604 | $96,305-1.8% | $80,569+17.4% | $139,434-32.2% |
| Participation rate | 57.9% | 73.6%-15.7pp | 67.0%-9.1pp | 80.3%-22.4pp |
| Annual return | 13.24% | 1350.08%-1336.8pp | 935.43%-922.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $699 | $3,262-78.6% | $2,723-74.3% | $4,751-85.3% |
| Participant deferral / active EE | $1,690 | $5,232-67.7% | $4,447-62.0% | $6,710-74.8% |
| Admin fee / account holder | $1,294 | $6,599-80.4% | $5,377-75.9% | $11,403-88.6% |