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 | $64,340 | $209,411-69.3% | $178,490-64.0% | $158,922-59.5% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 17.63% | 188.75%-171.1pp | 151.07%-133.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $3,200 | $5,706-43.9% | $5,011-36.1% | $4,761-32.8% |
| Participant deferral / active EE | $7,580 | $5,954+27.3% | $5,202+45.7% | $5,982+26.7% |
| Admin fee / account holder | $49,450 | $17,074+189.6% | $13,984+253.6% | $11,246+339.7% |