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 | $130,392 | $183,963-29.1% | $162,163-19.6% | $152,861-14.7% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.6%-43.1pp | 82.4%-38.0pp |
| Annual return | 17.54% | 150.76%-133.2pp | 115.59%-98.1pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,879 | $6,371-70.5% | $5,614-66.5% | $4,762-60.5% |
| Participant deferral / active EE | $4,387 | $8,034-45.4% | $7,298-39.9% | $5,850-25.0% |
| Admin fee / account holder | $309 | $13,121-97.6% | $10,843-97.1% | $11,596-97.3% |