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 | $60,043 | $99,020-39.4% | $86,590-30.7% | $147,584-59.3% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 17.59% | 1312.34%-1294.7pp | 964.84%-947.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $934 | $3,132-70.2% | $2,839-67.1% | $4,876-80.8% |
| Participant deferral / active EE | $4,579 | $3,972+15.3% | $3,609+26.9% | $5,439-15.8% |
| Admin fee / account holder | $4,389 | $5,710-23.1% | $4,906-10.5% | $10,885-59.7% |