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 | $126,825 | $210,648-39.8% | $177,989-28.7% | $145,922-13.1% |
| Participation rate | 69.2% | 80.8%-11.5pp | 77.1%-7.9pp | 80.3%-11.0pp |
| Annual return | 10.73% | 385.86%-375.1pp | 294.48%-283.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $10,818 | $6,958+55.5% | $6,276+72.4% | $6,688+61.8% |
| Admin fee / account holder | $10,190 | $12,013-15.2% | $10,363-1.7% | $13,397-23.9% |