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 | $116,785 | $210,648-44.6% | $177,989-34.4% | $145,922-20.0% |
| Participation rate | 65.2% | 80.8%-15.5pp | 77.1%-11.9pp | 80.3%-15.1pp |
| Annual return | 13.37% | 385.86%-372.5pp | 294.48%-281.1pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,615 | $4,565-42.7% | $3,949-33.8% | $4,660-43.9% |
| Participant deferral / active EE | $7,225 | $6,958+3.8% | $6,276+15.1% | $6,688+8.0% |
| Admin fee / account holder | $14,326 | $12,013+19.3% | $10,363+38.2% | $13,397+6.9% |