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 | $70,508 | $109,817-35.8% | $98,442-28.4% | $167,490-57.9% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 23.39% | 1956.69%-1933.3pp | 1492.73%-1469.3pp | 478.56%-455.2pp |
| Employer contribution / active EE | $4,476 | $3,224+38.8% | $2,960+51.2% | $4,837-7.5% |
| Participant deferral / active EE | $2,491 | $4,673-46.7% | $4,276-41.8% | $6,341-60.7% |
| Admin fee / account holder | $3,666 | $6,753-45.7% | $5,949-38.4% | $12,309-70.2% |