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 | $133,143 | $202,318-34.2% | $172,739-22.9% | $152,861-12.9% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.4%-39.6pp |
| Annual return | 27.84% | 1029.65%-1001.8pp | 802.84%-775.0pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,353 | $5,856-76.9% | $5,143-73.7% | $4,762-71.6% |
| Participant deferral / active EE | $3,590 | $5,948-39.6% | $5,198-30.9% | $5,850-38.6% |
| Admin fee / account holder | $444 | $17,109-97.4% | $13,954-96.8% | $11,596-96.2% |