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 | $110,325 | $202,318-45.5% | $172,739-36.1% | $152,861-27.8% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 15.47% | 1029.65%-1014.2pp | 802.84%-787.4pp | 345.32%-329.8pp |
| Employer contribution / active EE | $1,942 | $5,856-66.8% | $5,143-62.2% | $4,762-59.2% |
| Participant deferral / active EE | $4,168 | $5,948-29.9% | $5,198-19.8% | $5,850-28.8% |
| Admin fee / account holder | $473 | $17,109-97.2% | $13,954-96.6% | $11,596-95.9% |