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 | $85,031 | $156,846-45.8% | $121,098-29.8% | $139,434-39.0% |
| Participation rate | 57.1% | 76.4%-19.3pp | 69.5%-12.3pp | 80.3%-23.2pp |
| Annual return | 22.09% | 1474.56%-1452.5pp | 985.75%-963.7pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,087 | $5,536-80.4% | $4,164-73.9% | $4,751-77.1% |
| Participant deferral / active EE | $2,489 | $4,844-48.6% | $4,080-39.0% | $6,710-62.9% |
| Admin fee / account holder | $12,355 | $6,946+77.9% | $5,644+118.9% | $11,403+8.3% |