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 | $113,187 | $72,400+56.3% | $67,502+67.7% | $145,922-22.4% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 16.20% | 7182.46%-7166.3pp | 3512.12%-3495.9pp | 561.29%-545.1pp |
| Employer contribution / active EE | $622 | $3,069-79.7% | $2,731-77.2% | $4,660-86.6% |
| Participant deferral / active EE | $6,783 | $4,783+41.8% | $4,000+69.6% | $6,688+1.4% |
| Admin fee / account holder | $389 | $5,539-93.0% | $3,998-90.3% | $13,397-97.1% |