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 | $105,384 | $72,400+45.6% | $67,502+56.1% | $145,922-27.8% |
| Participation rate | 63.6% | 76.9%-13.2pp | 72.9%-9.2pp | 80.3%-16.6pp |
| Annual return | 11.81% | 7182.46%-7170.7pp | 3512.12%-3500.3pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,515 | $3,069-50.6% | $2,731-44.5% | $4,660-67.5% |
| Participant deferral / active EE | $4,505 | $4,783-5.8% | $4,000+12.6% | $6,688-32.6% |
| Admin fee / account holder | $866 | $5,539-84.4% | $3,998-78.3% | $13,397-93.5% |