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 | $128,775 | $202,318-36.4% | $172,739-25.5% | $152,861-15.8% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.4%-53.9pp |
| Annual return | 21.32% | 1029.65%-1008.3pp | 802.84%-781.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,090 | $5,856-64.3% | $5,143-59.4% | $4,762-56.1% |
| Participant deferral / active EE | $3,850 | $5,948-35.3% | $5,198-25.9% | $5,850-34.2% |
| Admin fee / account holder | $11,602 | $17,109-32.2% | $13,954-16.9% | $11,5960% |