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 | $47,120 | $99,020-52.4% | $86,590-45.6% | $147,584-68.1% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 17.49% | 1312.34%-1294.8pp | 964.84%-947.3pp | 578.55%-561.1pp |
| Employer contribution / active EE | $828 | $3,132-73.6% | $2,839-70.8% | $4,876-83.0% |
| Participant deferral / active EE | $5,585 | $3,972+40.6% | $3,609+54.8% | $5,439+2.7% |
| Admin fee / account holder | $745 | $5,710-87.0% | $4,906-84.8% | $10,885-93.2% |