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 | $91,782 | $198,466-53.8% | $170,442-46.2% | $147,584-37.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 22.59% | 257.29%-234.7pp | 205.93%-183.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $1,993 | $6,184-67.8% | $5,433-63.3% | $4,876-59.1% |
| Participant deferral / active EE | $5,378 | $5,629-4.5% | $4,939+8.9% | $5,439-1.1% |
| Admin fee / account holder | $1,667 | $16,852-90.1% | $13,880-88.0% | $10,885-84.7% |