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 | $68,736 | $202,318-66.0% | $172,739-60.2% | $152,861-55.0% |
| Participation rate | 61.1% | 87.1%-25.9pp | 82.6%-21.5pp | 82.4%-21.3pp |
| Annual return | 18.98% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,839 | $5,856-68.6% | $5,143-64.2% | $4,762-61.4% |
| Participant deferral / active EE | $4,120 | $5,948-30.7% | $5,198-20.7% | $5,850-29.6% |
| Admin fee / account holder | $20,667 | $17,109+20.8% | $13,954+48.1% | $11,596+78.2% |