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 | $129,703 | $217,402-40.3% | $185,823-30.2% | $167,490-22.6% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 13.16% | 148.36%-135.2pp | 122.05%-108.9pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,887 | $5,873-67.9% | $5,167-63.5% | $4,837-61.0% |
| Participant deferral / active EE | $6,158 | $6,356-3.1% | $5,568+10.6% | $6,341-2.9% |
| Admin fee / account holder | $12,656 | $19,811-36.1% | $16,237-22.1% | $12,309+2.8% |