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 | $191,997 | $175,202+9.6% | $149,673+28.3% | $139,434+37.7% |
| Participation rate | 64.3% | 83.4%-19.1pp | 78.8%-14.5pp | 80.3%-16.0pp |
| Annual return | 11.56% | 166.71%-155.2pp | 134.42%-122.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,378 | $5,474-74.8% | $4,818-71.4% | $4,751-71.0% |
| Participant deferral / active EE | $5,238 | $6,519-19.6% | $5,680-7.8% | $6,710-21.9% |
| Admin fee / account holder | $2,480 | $16,150-84.6% | $13,210-81.2% | $11,403-78.3% |