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 | $29,533 | $58,927-49.9% | $76,817-61.6% | $72,985-59.5% |
| Participation rate | 61.4% | 67.3%-6.0pp | 72.1%-10.7pp | 69.5%-8.1pp |
| Annual return | 18.99% | 2305.64%-2286.7pp | 1166.11%-1147.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,909 | $1,787+6.8% | $2,302-17.1% | $2,440-21.8% |
| Participant deferral / active EE | $2,754 | $2,690+2.4% | $3,336-17.4% | $3,607-23.7% |
| Admin fee / account holder | $831 | $4,013-79.3% | $6,420-87.1% | $5,124-83.8% |