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 | $30,445 | $45,152-32.6% | $73,843-58.8% | $59,632-48.9% |
| Participation rate | 68.0% | 64.0%+4.0pp | 73.4%-5.4pp | 68.7%-0.7pp |
| Annual return | 3.13% | 27.40%-24.3pp | 2267.84%-2264.7pp | 2041.28%-2038.2pp |
| Employer contribution / active EE | $2,859 | $1,902+50.4% | $2,787+2.6% | $2,203+29.8% |
| Participant deferral / active EE | $1,610 | $2,574-37.5% | $3,583-55.1% | $3,192-49.6% |
| Admin fee / account holder | $7,466 | $3,516+112.3% | $4,880+53.0% | $4,297+73.8% |