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 | $76,634 | $202,318-62.1% | $172,739-55.6% | $152,861-49.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 23.10% | 1029.65%-1006.5pp | 802.84%-779.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,697 | $5,856-71.0% | $5,143-67.0% | $4,762-64.4% |
| Participant deferral / active EE | $5,902 | $5,948-0.8% | $5,198+13.6% | $5,850+0.9% |
| Admin fee / account holder | $1,891 | $17,109-88.9% | $13,954-86.4% | $11,596-83.7% |