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 | $104,167 | $150,187-30.6% | $120,354-13.4% | $145,922-28.6% |
| Participation rate | 55.6% | 78.8%-23.2pp | 71.9%-16.4pp | 80.3%-24.7pp |
| Annual return | 13.01% | 154.07%-141.1pp | 107.15%-94.1pp | 561.29%-548.3pp |
| Employer contribution / active EE | $5,817 | $4,348+33.8% | $3,463+68.0% | $4,660+24.8% |
| Participant deferral / active EE | $6,257 | $6,173+1.4% | $4,991+25.4% | $6,688-6.4% |
| Admin fee / account holder | $1,085 | $12,207-91.1% | $9,423-88.5% | $13,397-91.9% |