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 | $69,790 | $99,020-29.5% | $86,590-19.4% | $147,584-52.7% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 25.97% | 1312.34%-1286.4pp | 964.84%-938.9pp | 578.55%-552.6pp |
| Employer contribution / active EE | $3,038 | $3,132-3.0% | $2,839+7.0% | $4,876-37.7% |
| Participant deferral / active EE | $12,065 | $3,972+203.7% | $3,609+234.3% | $5,439+121.8% |
| Admin fee / account holder | $703 | $5,710-87.7% | $4,906-85.7% | $10,885-93.5% |