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 | $36,874 | $202,318-81.8% | $172,739-78.7% | $152,861-75.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 20.43% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,736 | $5,856-70.4% | $5,143-66.2% | $4,762-63.5% |
| Participant deferral / active EE | $6,438 | $5,948+8.2% | $5,198+23.9% | $5,850+10.0% |
| Admin fee / account holder | $3,562 | $17,109-79.2% | $13,954-74.5% | $11,596-69.3% |