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 | $105,668 | $202,318-47.8% | $172,739-38.8% | $152,861-30.9% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.4%-57.4pp |
| Annual return | 21.23% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,524 | $5,856-74.0% | $5,143-70.4% | $4,762-68.0% |
| Participant deferral / active EE | $3,125 | $5,948-47.5% | $5,198-39.9% | $5,850-46.6% |
| Admin fee / account holder | $717 | $17,109-95.8% | $13,954-94.9% | $11,596-93.8% |