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 | $126,565 | $202,318-37.4% | $172,739-26.7% | $152,861-17.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 22.04% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $9,340 | $5,856+59.5% | $5,143+81.6% | $4,762+96.1% |
| Participant deferral / active EE | $5,020 | $5,948-15.6% | $5,198-3.4% | $5,850-14.2% |
| Admin fee / account holder | $536 | $17,109-96.9% | $13,954-96.2% | $11,596-95.4% |