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 | $89,753 | $202,318-55.6% | $172,739-48.0% | $152,861-41.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 28.10% | 1029.65%-1001.5pp | 802.84%-774.7pp | 345.32%-317.2pp |
| Employer contribution / active EE | $3,147 | $5,856-46.3% | $5,143-38.8% | $4,762-33.9% |
| Participant deferral / active EE | $4,761 | $5,948-20.0% | $5,198-8.4% | $5,850-18.6% |
| Admin fee / account holder | $6,312 | $17,109-63.1% | $13,954-54.8% | $11,596-45.6% |