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 | $60,887 | $176,662-65.5% | $130,648-53.4% | $152,861-60.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 22.38% | 2692.24%-2669.9pp | 1708.96%-1686.6pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,900 | $5,742-49.5% | $4,092-29.1% | $4,762-39.1% |
| Participant deferral / active EE | $7,594 | $4,361+74.1% | $3,603+110.8% | $5,850+29.8% |
| Admin fee / account holder | $564 | $7,133-92.1% | $5,464-89.7% | $11,596-95.1% |