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 | $119,138 | $209,411-43.1% | $178,490-33.3% | $158,922-25.0% |
| Participation rate | 53.8% | 86.3%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 22.46% | 188.75%-166.3pp | 151.07%-128.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,727 | $5,706-52.2% | $5,011-45.6% | $4,761-42.7% |
| Participant deferral / active EE | $2,100 | $5,954-64.7% | $5,202-59.6% | $5,982-64.9% |
| Admin fee / account holder | $473 | $17,074-97.2% | $13,984-96.6% | $11,246-95.8% |