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 | $66,495 | $198,466-66.5% | $170,442-61.0% | $147,584-54.9% |
| Participation rate | 59.1% | 88.0%-28.9pp | 83.6%-24.5pp | 82.8%-23.7pp |
| Annual return | 19.35% | 257.29%-237.9pp | 205.93%-186.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,048 | $6,184-66.9% | $5,433-62.3% | $4,876-58.0% |
| Participant deferral / active EE | $3,456 | $5,629-38.6% | $4,939-30.0% | $5,439-36.4% |
| Admin fee / account holder | $1,111 | $16,852-93.4% | $13,880-92.0% | $10,885-89.8% |