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 | $67,752 | $183,963-63.2% | $162,163-58.2% | $152,861-55.7% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 23.42% | 150.76%-127.3pp | 115.59%-92.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,719 | $6,371-41.6% | $5,614-33.7% | $4,762-21.9% |
| Participant deferral / active EE | $8,056 | $8,034+0.3% | $7,298+10.4% | $5,850+37.7% |
| Admin fee / account holder | $554 | $13,121-95.8% | $10,843-94.9% | $11,596-95.2% |