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 | $141,514 | $202,318-30.1% | $172,739-18.1% | $152,861-7.4% |
| Participation rate | 69.6% | 87.1%-17.5pp | 82.6%-13.1pp | 82.4%-12.9pp |
| Annual return | 22.96% | 1029.65%-1006.7pp | 802.84%-779.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,350 | $5,856-76.9% | $5,143-73.7% | $4,762-71.7% |
| Participant deferral / active EE | $3,826 | $5,948-35.7% | $5,198-26.4% | $5,850-34.6% |
| Admin fee / account holder | $3,928 | $17,109-77.0% | $13,954-71.9% | $11,596-66.1% |