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 | $76,068 | $202,318-62.4% | $172,739-56.0% | $152,861-50.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 23.20% | 1029.65%-1006.5pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $5,088 | $5,856-13.1% | $5,143-1.1% | $4,762+6.8% |
| Participant deferral / active EE | $2,676 | $5,948-55.0% | $5,198-48.5% | $5,850-54.3% |
| Admin fee / account holder | $454 | $17,109-97.3% | $13,954-96.7% | $11,596-96.1% |