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 | $36,940 | $102,604-64.0% | $86,188-57.1% | $139,434-73.5% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.0%-31.5pp | 80.3%-42.8pp |
| Annual return | 13.18% | 1922.51%-1909.3pp | 1168.45%-1155.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $4,474 | $3,032+47.5% | $2,380+88.0% | $4,751-5.8% |
| Participant deferral / active EE | $4,824 | $4,676+3.2% | $3,985+21.0% | $6,710-28.1% |
| Admin fee / account holder | $11,601 | $8,657+34.0% | $6,852+69.3% | $11,403+1.7% |