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 | $78,382 | $202,318-61.3% | $172,739-54.6% | $152,861-48.7% |
| Participation rate | 56.3% | 87.1%-30.8pp | 82.6%-26.4pp | 82.4%-26.2pp |
| Annual return | 26.33% | 1029.65%-1003.3pp | 802.84%-776.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,877 | $5,856-67.9% | $5,143-63.5% | $4,762-60.6% |
| Participant deferral / active EE | $3,971 | $5,948-33.2% | $5,198-23.6% | $5,850-32.1% |
| Admin fee / account holder | $10,427 | $17,109-39.1% | $13,954-25.3% | $11,596-10.1% |