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 | $130,835 | $202,318-35.3% | $172,739-24.3% | $152,861-14.4% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 17.06% | 1029.65%-1012.6pp | 802.84%-785.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $7,893 | $5,856+34.8% | $5,143+53.5% | $4,762+65.7% |
| Participant deferral / active EE | $4,557 | $5,948-23.4% | $5,198-12.3% | $5,850-22.1% |
| Admin fee / account holder | $1,235 | $17,109-92.8% | $13,954-91.2% | $11,596-89.4% |