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 | $39,636 | $99,020-60.0% | $86,590-54.2% | $147,584-73.1% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 22.83% | 1312.34%-1289.5pp | 964.84%-942.0pp | 578.55%-555.7pp |
| Employer contribution / active EE | $7,440 | $3,132+137.6% | $2,839+162.0% | $4,876+52.6% |
| Participant deferral / active EE | $6,087 | $3,972+53.2% | $3,609+68.7% | $5,439+11.9% |
| Admin fee / account holder | $3,459 | $5,710-39.4% | $4,906-29.5% | $10,885-68.2% |