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 | $60,711 | $138,044-56.0% | $125,339-51.6% | $134,475-54.9% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | 9.15% | 750.33%-741.2pp | 572.05%-562.9pp | 417.96%-408.8pp |
| Employer contribution / active EE | $5,185 | $5,243-1.1% | $4,814+7.7% | $4,740+9.4% |
| Participant deferral / active EE | $14,036 | $7,799+80.0% | $7,446+88.5% | $6,400+119.3% |
| Admin fee / account holder | $6,947 | $11,571-40.0% | $10,010-30.6% | $11,426-39.2% |