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 | $84,672 | $72,400+17.0% | $67,502+25.4% | $145,922-42.0% |
| Participation rate | 59.1% | 76.9%-17.8pp | 72.9%-13.8pp | 80.3%-21.2pp |
| Annual return | 14.13% | 7182.46%-7168.3pp | 3512.12%-3498.0pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,372 | $3,069-22.7% | $2,731-13.2% | $4,660-49.1% |
| Participant deferral / active EE | $4,182 | $4,783-12.6% | $4,000+4.6% | $6,688-37.5% |
| Admin fee / account holder | $4,848 | $5,539-12.5% | $3,998+21.3% | $13,397-63.8% |