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 | $191,589 | $176,056+8.8% | $159,436+20.2% | $167,490+14.4% |
| Participation rate | 31.6% | 84.9%-53.4pp | 82.8%-51.2pp | 82.1%-50.5pp |
| Annual return | 13.11% | 331.75%-318.6pp | 263.57%-250.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,840 | $5,297-65.3% | $4,829-61.9% | $4,837-62.0% |
| Participant deferral / active EE | $4,132 | $7,750-46.7% | $7,352-43.8% | $6,341-34.8% |
| Admin fee / account holder | $1,217 | $12,554-90.3% | $10,799-88.7% | $12,309-90.1% |