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 | $49,184 | $76,738-35.9% | $56,411-12.8% | $145,922-66.3% |
| Participation rate | 69.6% | 63.2%+6.4pp | 52.5%+17.1pp | 80.3%-10.7pp |
| Annual return | 6.63% | 2994.23%-2987.6pp | 1701.33%-1694.7pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,052 | $1,380-23.8% | $1,039+1.3% | $4,660-77.4% |
| Participant deferral / active EE | $1,880 | $2,623-28.3% | $1,952-3.7% | $6,688-71.9% |
| Admin fee / account holder | $4,900 | $3,334+47.0% | $2,829+73.2% | $13,397-63.4% |