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 | $61,261 | $202,318-69.7% | $172,739-64.5% | $152,861-59.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 14.40% | 1029.65%-1015.3pp | 802.84%-788.4pp | 345.32%-330.9pp |
| Employer contribution / active EE | $1,363 | $5,856-76.7% | $5,143-73.5% | $4,762-71.4% |
| Participant deferral / active EE | $3,045 | $5,948-48.8% | $5,198-41.4% | $5,850-48.0% |
| Admin fee / account holder | $1,973 | $17,109-88.5% | $13,954-85.9% | $11,596-83.0% |