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 | $150,543 | $209,411-28.1% | $178,490-15.7% | $158,922-5.3% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 15.42% | 188.75%-173.3pp | 151.07%-135.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,324 | $5,706-76.8% | $5,011-73.6% | $4,761-72.2% |
| Participant deferral / active EE | $4,033 | $5,954-32.3% | $5,202-22.5% | $5,982-32.6% |
| Admin fee / account holder | $767 | $17,074-95.5% | $13,984-94.5% | $11,246-93.2% |