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 | $98,721 | $176,662-44.1% | $130,648-24.4% | $152,861-35.4% |
| Participation rate | 57.1% | 79.0%-21.8pp | 71.7%-14.6pp | 82.4%-25.3pp |
| Annual return | 17.36% | 2692.24%-2674.9pp | 1708.96%-1691.6pp | 345.32%-328.0pp |
| Employer contribution / active EE | $713 | $5,742-87.6% | $4,092-82.6% | $4,762-85.0% |
| Participant deferral / active EE | $4,987 | $4,361+14.3% | $3,603+38.4% | $5,850-14.8% |
| Admin fee / account holder | $1,043 | $7,133-85.4% | $5,464-80.9% | $11,596-91.0% |