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 | $52,850 | $99,020-46.6% | $86,590-39.0% | $147,584-64.2% |
| Participation rate | 63.6% | 76.3%-12.7pp | 73.5%-9.9pp | 82.8%-19.2pp |
| Annual return | 20.15% | 1312.34%-1292.2pp | 964.84%-944.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $3,596 | $3,132+14.8% | $2,839+26.6% | $4,876-26.3% |
| Participant deferral / active EE | $6,719 | $3,972+69.1% | $3,609+86.2% | $5,439+23.5% |
| Admin fee / account holder | $433 | $5,710-92.4% | $4,906-91.2% | $10,885-96.0% |