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 | $122,286 | $217,402-43.8% | $185,823-34.2% | $167,490-27.0% |
| Participation rate | 30.8% | 86.0%-55.3pp | 81.7%-50.9pp | 82.1%-51.3pp |
| Annual return | 10.71% | 148.36%-137.6pp | 122.05%-111.3pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,377 | $5,873-76.6% | $5,167-73.3% | $4,837-71.5% |
| Participant deferral / active EE | $4,410 | $6,356-30.6% | $5,568-20.8% | $6,341-30.5% |
| Admin fee / account holder | $1,756 | $19,811-91.1% | $16,237-89.2% | $12,309-85.7% |