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 | $53,066 | $99,020-46.4% | $86,590-38.7% | $147,584-64.0% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 21.20% | 1312.34%-1291.1pp | 964.84%-943.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $4,988 | $3,132+59.2% | $2,839+75.7% | $4,876+2.3% |
| Participant deferral / active EE | $6,540 | $3,972+64.6% | $3,609+81.2% | $5,439+20.2% |
| Admin fee / account holder | $306 | $5,710-94.6% | $4,906-93.8% | $10,885-97.2% |