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 | $24,147 | $176,662-86.3% | $130,648-81.5% | $152,861-84.2% |
| Participation rate | 55.6% | 79.0%-23.4pp | 71.7%-16.2pp | 82.4%-26.9pp |
| Annual return | 21.45% | 2692.24%-2670.8pp | 1708.96%-1687.5pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,418 | $5,742-75.3% | $4,092-65.4% | $4,762-70.2% |
| Participant deferral / active EE | $2,047 | $4,361-53.1% | $3,603-43.2% | $5,850-65.0% |
| Admin fee / account holder | $799 | $7,133-88.8% | $5,464-85.4% | $11,596-93.1% |