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 | $47,505 | $138,065-65.6% | $123,544-61.5% | $135,375-64.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 1.84% | 153.68%-151.8pp | 119.20%-117.4pp | 519.73%-517.9pp |
| Employer contribution / active EE | $8,332 | $5,151+61.7% | $4,628+80.1% | $4,779+74.4% |
| Participant deferral / active EE | $16,371 | $6,799+140.8% | $6,426+154.8% | $5,609+191.9% |
| Admin fee / account holder | $5,036 | $10,916-53.9% | $9,284-45.8% | $10,827-53.5% |