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 | $139,817 | $111,535+25.4% | $105,223+32.9% | $137,256+1.9% |
| Participation rate | 23.1% | 78.1%-55.0pp | 75.0%-52.0pp | 80.0%-56.9pp |
| Annual return | 17.77% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $851 | $3,939-78.4% | $3,689-76.9% | $4,156-79.5% |
| Participant deferral / active EE | $2,803 | $5,500-49.0% | $5,072-44.7% | $6,407-56.3% |
| Admin fee / account holder | $1,622 | $9,721-83.3% | $8,859-81.7% | $12,270-86.8% |