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 | $126,716 | $202,318-37.4% | $172,739-26.6% | $152,861-17.1% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 19.19% | 1029.65%-1010.5pp | 802.84%-783.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,482 | $5,856-57.6% | $5,143-51.7% | $4,762-47.9% |
| Participant deferral / active EE | $9,600 | $5,948+61.4% | $5,198+84.7% | $5,850+64.1% |
| Admin fee / account holder | $1,459 | $17,109-91.5% | $13,954-89.5% | $11,596-87.4% |