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 | $124,962 | $202,318-38.2% | $172,739-27.7% | $152,861-18.3% |
| Participation rate | 65.0% | 87.1%-22.1pp | 82.6%-17.6pp | 82.4%-17.4pp |
| Annual return | 14.83% | 1029.65%-1014.8pp | 802.84%-788.0pp | 345.32%-330.5pp |
| Employer contribution / active EE | $2,431 | $5,856-58.5% | $5,143-52.7% | $4,762-48.9% |
| Participant deferral / active EE | $6,490 | $5,948+9.1% | $5,198+24.9% | $5,850+10.9% |
| Admin fee / account holder | $1,909 | $17,109-88.8% | $13,954-86.3% | $11,596-83.5% |