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 | $69,766 | $202,318-65.5% | $172,739-59.6% | $152,861-54.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 23.97% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.3pp |
| Employer contribution / active EE | $6,127 | $5,856+4.6% | $5,143+19.1% | $4,762+28.7% |
| Participant deferral / active EE | $5,131 | $5,948-13.7% | $5,198-1.3% | $5,850-12.3% |
| Admin fee / account holder | $636 | $17,109-96.3% | $13,954-95.4% | $11,596-94.5% |