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 | $118,697 | $175,202-32.3% | $149,673-20.7% | $139,434-14.9% |
| Participation rate | 58.3% | 83.4%-25.0pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 20.91% | 166.71%-145.8pp | 134.42%-113.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,211 | $5,474-77.9% | $4,818-74.9% | $4,751-74.5% |
| Participant deferral / active EE | $4,709 | $6,519-27.8% | $5,680-17.1% | $6,710-29.8% |
| Admin fee / account holder | $506 | $16,150-96.9% | $13,210-96.2% | $11,403-95.6% |