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 | $75,839 | $99,020-23.4% | $86,590-12.4% | $147,584-48.6% |
| Participation rate | 63.2% | 76.3%-13.2pp | 73.5%-10.4pp | 82.8%-19.7pp |
| Annual return | 13.89% | 1312.34%-1298.4pp | 964.84%-950.9pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,467 | $3,132-21.2% | $2,839-13.1% | $4,876-49.4% |
| Participant deferral / active EE | $3,811 | $3,972-4.0% | $3,609+5.6% | $5,439-29.9% |
| Admin fee / account holder | $1,195 | $5,710-79.1% | $4,906-75.6% | $10,885-89.0% |