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 | $50,868 | $209,411-75.7% | $178,490-71.5% | $158,922-68.0% |
| Participation rate | 27.3% | 86.3%-59.1pp | 81.9%-54.7pp | 82.0%-54.7pp |
| Annual return | 11.51% | 188.75%-177.2pp | 151.07%-139.6pp | 302.83%-291.3pp |
| Employer contribution / active EE | $8,497 | $5,706+48.9% | $5,011+69.6% | $4,761+78.5% |
| Participant deferral / active EE | $4,482 | $5,954-24.7% | $5,202-13.8% | $5,982-25.1% |
| Admin fee / account holder | $149,309 | $17,074+774.5% | $13,984+967.7% | $11,246+1227.7% |