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 | $68,852 | $52,406+31.4% | $129,207-46.7% | $74,495-7.6% |
| Participation rate | 35.3% | 53.8%-18.5pp | 69.6%-34.3pp | 67.2%-31.9pp |
| Annual return | 13.70% | 15.66%-2.0pp | 9417.33%-9403.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,498 | $1,531-2.1% | $4,153-63.9% | $2,623-42.9% |
| Participant deferral / active EE | $2,809 | $2,794+0.5% | $4,168-32.6% | $4,346-35.4% |
| Admin fee / account holder | $1,921 | $2,633-27.1% | $7,715-75.1% | $1,942-1.1% |