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 | $114,217 | $198,466-42.5% | $170,442-33.0% | $147,584-22.6% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 20.98% | 257.29%-236.3pp | 205.93%-185.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $1,577 | $6,184-74.5% | $5,433-71.0% | $4,876-67.7% |
| Participant deferral / active EE | $5,683 | $5,629+1.0% | $4,939+15.1% | $5,439+4.5% |
| Admin fee / account holder | $8,573 | $16,852-49.1% | $13,880-38.2% | $10,885-21.2% |