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 | $66,799 | $58,927+13.4% | $76,817-13.0% | $72,985-8.5% |
| Participation rate | 56.7% | 67.3%-10.7pp | 72.1%-15.4pp | 69.5%-12.8pp |
| Annual return | 18.90% | 2305.64%-2286.7pp | 1166.11%-1147.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,254 | $1,787+26.2% | $2,302-2.1% | $2,440-7.6% |
| Participant deferral / active EE | $3,007 | $2,690+11.8% | $3,336-9.9% | $3,607-16.7% |
| Admin fee / account holder | $3,231 | $4,013-19.5% | $6,420-49.7% | $5,124-37.0% |