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 | $45,852 | $99,020-53.7% | $86,590-47.0% | $147,584-68.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 19.89% | 1312.34%-1292.4pp | 964.84%-945.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $3,612 | $3,132+15.3% | $2,839+27.2% | $4,876-25.9% |
| Participant deferral / active EE | $1,807 | $3,972-54.5% | $3,609-49.9% | $5,439-66.8% |
| Admin fee / account holder | $3,027 | $5,710-47.0% | $4,906-38.3% | $10,885-72.2% |