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 | $58,650 | $100,852-41.8% | $90,404-35.1% | $158,922-63.1% |
| Participation rate | 69.6% | 75.0%-5.5pp | 72.7%-3.1pp | 82.0%-12.4pp |
| Annual return | 12.62% | 1724.20%-1711.6pp | 1293.02%-1280.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,267 | $3,689-65.7% | $3,262-61.2% | $4,761-73.4% |
| Participant deferral / active EE | $6,327 | $4,348+45.5% | $3,963+59.6% | $5,982+5.8% |
| Admin fee / account holder | $5,680 | $6,501-12.6% | $5,611+1.2% | $11,246-49.5% |