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 | $65,943 | $100,852-34.6% | $90,404-27.1% | $158,922-58.5% |
| Participation rate | 23.5% | 75.0%-51.5pp | 72.7%-49.2pp | 82.0%-58.4pp |
| Annual return | 20.65% | 1724.20%-1703.6pp | 1293.02%-1272.4pp | 302.83%-282.2pp |
| Employer contribution / active EE | $3,359 | $3,689-8.9% | $3,262+3.0% | $4,761-29.5% |
| Participant deferral / active EE | $2,607 | $4,348-40.0% | $3,963-34.2% | $5,982-56.4% |
| Admin fee / account holder | $3,089 | $6,501-52.5% | $5,611-44.9% | $11,246-72.5% |